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THE WEALTH CONSERVATORY

LEBANON, NH · CRD 115932 · IAPD ↗ · 800-472-1844

$138.4MRegulatory AUM
3Advisory reps
4Employees
7Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — THE WEALTH CONSERVATORY (LEBANON, NH) is newly SEC-registered with $117.4M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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