The Wealth Conservancy, Inc.

The Wealth Conservancy, Inc. (CRD# 112024) is a financial advisory firm headquartered in Boulder, CO. They manage $114,046,373 in 288 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $395,994
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, LA, NH, TX

Financial Advisors at The Wealth Conservancy, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Dianna S. Chiow
CRD#: 5725654
1525 Spruce Street, Suite 300, Boulder, CO 80302
96
Wealthminder
score

Dianna Chiow (CRD# 5725654) is an Investment Advisor Representative working at The Wealth Conservancy, Inc. in Boulder, CO and has over 8 years of experience in the finance industry. Dianna Chiow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven P. Henningsen
CRD#: 2416247
1525 Spruce Street, Suite 300, Boulder, CO 80302
93
Wealthminder
score

Steven Henningsen (CRD# 2416247) is an Investment Advisor Representative working at The Wealth Conservancy, Inc. in Boulder, CO and has over 24 years of experience in the finance industry.

3
Brandon A. Mendez
CRD#: 6216874
1525 Spruce Street, Suite 300, Boulder, CO 80302
93
Wealthminder
score

Brandon Mendez (CRD# 6216874) is an Investment Advisor Representative working at The Wealth Conservancy, Inc. in Boulder, CO and has over 3 years of experience in the finance industry. Brandon Mendez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Myra L. Salzer
CRD#: 4383206
1525 Spruce Street, Suite 300, Boulder, CO 80302
90
Wealthminder
score

Myra Salzer (CRD# 4383206) is an Investment Advisor Representative working at The Wealth Conservancy, Inc. in Boulder, CO and has 1 year of experience in the finance industry. Myra Salzer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Katherine M. Wolf
CRD#: 6107631
1525 Spruce Street, Suite 300, Boulder, CO 80302
90
Wealthminder
score

Katherine Wolf (CRD# 6107631) is an Investment Advisor Representative working at The Wealth Conservancy, Inc. in Boulder, CO and has 1 year of experience in the finance industry. Katherine Wolf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.