The Wealth Conservancy, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boulder, CO. Its latest Form ADV filing, dated February 25, 2026, reports $260M in regulatory assets under management, 6 employees, and 220 accounts.
Assets Under Management
$260M
Employees
6
Offices
--
Total Clients
47
Primary office
BOULDER, CO
2355 CANYON BLVD, SUITE 204, BOULDER, CO, United States
Top client segmentIndividuals represent 55.3% of total clients.
Top client categories% of clientsClients
1
Individuals
55.3%
26
2
HNWI
44.7%
21
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$260Mas of February 25, 2026
Discretionary58.1%
$151M
58% of total RAUM58.1%
Non-discretionary41.9%
$109M
42% of total RAUM41.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$260M
Total Accounts220
10Y AUM Change+$109M (+72.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee8:1
10Y Employee Change-1 (-14.3%)
* 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.