Data / Investment advisers / Colorado / The Wealth Conservancy, Inc.
The Wealth Conservancy, Inc., Boulder, CO: $260 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Wealth Conservancy, Inc. is an SEC registered investment adviser with its main office in Boulder, Colorado and reports $260 million in regulatory assets under management in its Form ADV filed July 9, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch The Wealth Conservancy, Inc. (CRD number 112024): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 112024
- SEC file number
- 801-19008
- SEC status
- Approved, effective June 3, 1983
- Main office
- 2355 Canyon Blvd Suite 204, Boulder, CO 80302
- Phone
- (303) 444-1919
- Regulatory AUM
- $260,006,850 in the Form ADV filed July 9, 2026
- Discretionary AUM
- $151,041,237
- Non discretionary AUM
- $108,965,613
- Accounts
- 220
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $227.8 million |
| Corporations or other businesses | Fewer than 5 | $18.9 million |
| Individuals (other than high net worth individuals) | 26 | $13.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $260 million | January 27, 2026 |
| December 1, 2025 | $192.1 million | February 1, 2025 |
Other advisers in Boulder
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Colorado Capital Management | Boulder | $638.4 million | Not listed | adviserinfo.sec.gov |
| Boulder Wealth Advisors, LLC | Boulder | $337.9 million | Not listed | adviserinfo.sec.gov |
| M4a3 LLC | Boulder | $322 million | 5 | adviserinfo.sec.gov |
| Broadview Wealth Partners | Boulder | $304.7 million | Not listed | adviserinfo.sec.gov |
| Kilterhowling LLC | Boulder | $292.9 million | Not listed | adviserinfo.sec.gov |
| Unless Management LP | Boulder | $252.7 million | 3 | adviserinfo.sec.gov |
| Consilium, LLC | Boulder | $215 million | Not listed | adviserinfo.sec.gov |
| Welch Financial Planning, LLC | Boulder | $198.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boulder, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- The Wealth Conservancy, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.