The Wealth Conservancy, Inc.

The Wealth Conservancy, Inc. (CRD# 112024) is a financial advisory firm headquartered in Boulder, CO. They manage $107,769,835 in 291 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $370,343
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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, MA, 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 6 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 23 years of experience in the finance industry.

3
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.

4
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.

5
Brandon A. Mendez
CRD#: 6216874
1525 Spruce Street, Suite 300, Boulder, CO 80302
88
Wealthminder
score

Brandon Mendez (CRD# 6216874) is an Investment Advisor Representative working at The Wealth Conservancy, Inc. in Boulder, CO and has over 2 years of experience in the finance industry.

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