Conservest Capital Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Wynnewood, PA. Its latest Form ADV filing, dated March 26, 2026, reports $1.9B in regulatory assets under management, 7 employees, and 303 accounts.
Assets Under Management
$1.9B
Employees
7
Offices
--
Total Clients
303
Primary office
WYNNEWOOD, PA
257 E. LANCASTER AVENUE, SUITE 205, WYNNEWOOD, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.3% of total clients.
Top client categories% of clientsClients
1
HNWI
67.3%
204
2
Individuals
24.4%
74
3
Charitable
4.6%
14
4
Corporations
2.3%
7
5
Pension Plans
1.3%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 26, 2026
Discretionary100.0%
$1.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.9B
Total Accounts303
10Y AUM Change+$855M (+79.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee43:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.