CRD: 112024
THE Wealth Conservancy, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-03-1983
- Office Locations
- 1
Office Locations
About THE Wealth Conservancy, Inc.
The Wealth Conservancy, Inc. is a Boulder, CO wealth counseling firm focused on guiding clients through the turbulence of inheritance and other major transitions. It provides financial planning and portfolio management, including estate and business-succession planning, insurance guidance, and asset allocation using ETFs, mutual funds, and fixed income. The firm custodies at Charles Schwab and offers a branded client portal via Envestnet | Tamarac and Leafplanner.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MYRA LYNN SALZER
Chief Compliance Officer, Founder, President
- CRD
- #4383206
- Ownership
- 75% or more
STEVEN PETER HENNINGSEN
PARTNER, Senior Financial Advisor
- CRD
- #2416247
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MELISSA RENEE HOYER
Financial Planner
- CRD
- #5736614
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,041,237 | $962,046 |
| Non-Discretionary | $108,965,613 | $1,729,613 |
| Total | $260,006,850 | $1,181,849 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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