$138.4M Total AUM
$138.4M Disc. AUM
-- 3Y CAGR
4 Employees
131 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-17-1995
- Office Locations
- 3
Office Locations
2300 First Street #336 Livermore CA
29 School Street PO BOX 1135 Lebanon NH
50 Cemetery Street Suite 100 Winston Salem NC
About THE Wealth Conservatory
The Wealth Conservatory is a fee-only fiduciary RIA providing wealth counsel and retirement-focused planning for families nationwide. Engagements can start with a Custom Financial Planning Project and continue via its Investment Steward Membership for ongoing portfolio guidance. Investment implementation commonly uses ETFs and public funds; custody includes Charles Schwab and SEI.
Team overview
49 AVG AGE
$46.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
16.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
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CRM
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Technology
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Owner & Executives
JOHN JAY HUTCHINS
President
- CRD
- #1123401
- Ownership
- 75% or more
Available
Available
Available
DANIEL CALHOUN JOHNSON III
Chief Compliance Officer
- CRD
- #5898101
- Ownership
- Less than 5%
Available
Available
Available
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STEVEN ROBERT BELL
--
- CRD
- #4860725
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,440,661 | $385,629 |
| Non-Discretionary | $0 | -- |
| Total | $138,440,661 | $385,629 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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