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THE WEALTH CONSERVANCY, INC.

BOULDER, CO · CRD 112024 · IAPD ↗ · 303-444-1919

$260.0MRegulatory AUM
3Advisory reps
6Employees
2Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — THE WEALTH CONSERVANCY, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2026 — THE WEALTH CONSERVANCY, INC. reported RAUM up 35% ($192.1M -> $260.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.