THE WEALTH CONSERVANCY, INC.
CRD #112024 SEC #801-19008 BOULDER, CO 303-444-1919
SEC Registered
Total AUM
$192.1M
Discretionary
$97.4M
Employees
5
Clients
25
Accounts
211
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $192.1M | $97.4M | $94.7M | 5 | 1 |
| Jul 2024 | $182.2M | $99.4M | $82.7M | 7 | 4 |
| Feb 2024 | $182.2M | $99.4M | $82.7M | 6 | 4 |
| Jan 2023 | $183.1M | $108.4M | $74.7M | 6 | 1 |
| Jan 2022 | $157.4M | $91.4M | $65.9M | 7 | 0 |
| Jun 2021 | $126M | $96.4M | $29.6M | 6 | 3 |
| Feb 2021 | $126M | $96.4M | $29.6M | 6 | 3 |
| Jun 2020 | $105.5M | $77.5M | $28M | 6 | 2 |
| Feb 2020 | $105.5M | $77.5M | $28M | 6 | 2 |
| Jan 2020 | $101.9M | $77.5M | $24.4M | 6 | 2 |
| Nov 2019 | $101.9M | $77.5M | $24.4M | 6 | 2 |
| Nov 2019 | $101.9M | $77.5M | $24.4M | 7 | 2 |
| Oct 2019 | $101.9M | $77.5M | $24.4M | 7 | 2 |
| Oct 2019 | $101.9M | $77.5M | $24.4M | 7 | 2 |
| Aug 2019 | $101.9M | $77.5M | $24.4M | 5 | 2 |
| Mar 2019 | $101.9M | $77.5M | $24.4M | 6 | 2 |
| Feb 2019 | $101.9M | $77.5M | $24.4M | 6 | 2 |
| Dec 2018 | $114M | $92.6M | $21.4M | 6 | 1 |
| Nov 2018 | $114M | $92.6M | $21.4M | 6 | 1 |
| May 2018 | $114M | $92.6M | $21.4M | 7 | 1 |
| Feb 2018 | $114M | $92.6M | $21.4M | 7 | 1 |
| Oct 2017 | $150.8M | $124.9M | $25.9M | 7 | 1 |
| Mar 2017 | $150.8M | $124.9M | $25.9M | 7 | 26 |
| Mar 2016 | $107.8M | $83.5M | $24.3M | 7 | 26 |
| Dec 2015 | $126.3M | $114M | $12.4M | 7 | 26 |
| Mar 2015 | $126.3M | $114M | $12.4M | 7 | 26 |
| Mar 2015 | $126.3M | $114M | $12.4M | 7 | 26 |
| Nov 2014 | $165.4M | $140.4M | $25M | 6 | 26 |
| Nov 2014 | $165.4M | $140.4M | $25M | 6 | 26 |
| Oct 2014 | $165.4M | $140.4M | $25M | 6 | 26 |
| Mar 2014 | $165.4M | $140.4M | $25M | 6 | 26 |
| Jan 2014 | $231.4M | $204.4M | $26.9M | 6 | 26 |
| Dec 2013 | $231.4M | $204.4M | $26.9M | 6 | 26 |
| Mar 2013 | $231.4M | $204.4M | $26.9M | 6 | 26 |
| Mar 2012 | $232.6M | $208.7M | $23.9M | 1 | 26 |
| Apr 2011 | $241.3M | $212M | $29.3M | 5 | -- |
| Mar 2011 | $241.3M | $212M | $29.3M | 5 | -- |
| Sep 2010 | $188M | $188M | $0 | 5 | -- |
| Aug 2010 | $188M | $188M | $0 | 5 | -- |
| Mar 2009 | $178.2M | $178.2M | $0 | 5 | -- |
| May 2007 | $607.3M | $82.3M | $525M | 10 | -- |
| Mar 2007 | $607.3M | $82.3M | $525M | 10 | -- |
| Mar 2006 | $1.5B | $74.5M | $1.4B | 10 | -- |
| Sep 2005 | $1.5B | $60M | $1.5B | 5 | -- |
| Mar 2004 | $322M | $52M | $270M | 5 | -- |
| Nov 2003 | $54M | $50M | $4M | 5 | -- |
| Nov 2003 | $54M | $50M | $4M | 5 | -- |
DateFeb 2025
Total AUM$192.1M
Discretionary$97.4M
Non-Disc.$94.7M
Employees5
Clients1
DateJul 2024
Total AUM$182.2M
Discretionary$99.4M
Non-Disc.$82.7M
Employees7
Clients4
DateFeb 2024
Total AUM$182.2M
Discretionary$99.4M
Non-Disc.$82.7M
Employees6
Clients4
DateJan 2023
Total AUM$183.1M
Discretionary$108.4M
Non-Disc.$74.7M
Employees6
Clients1
DateJan 2022
Total AUM$157.4M
Discretionary$91.4M
Non-Disc.$65.9M
Employees7
Clients0
DateJun 2021
Total AUM$126M
Discretionary$96.4M
Non-Disc.$29.6M
Employees6
Clients3
DateFeb 2021
Total AUM$126M
Discretionary$96.4M
Non-Disc.$29.6M
Employees6
Clients3
DateJun 2020
Total AUM$105.5M
Discretionary$77.5M
Non-Disc.$28M
Employees6
Clients2
DateFeb 2020
Total AUM$105.5M
Discretionary$77.5M
Non-Disc.$28M
Employees6
Clients2
DateJan 2020
Total AUM$101.9M
Discretionary$77.5M
Non-Disc.$24.4M
Employees6
Clients2
DateNov 2019
Total AUM$101.9M
Discretionary$77.5M
Non-Disc.$24.4M
Employees6
Clients2
DateNov 2019
Total AUM$101.9M
Discretionary$77.5M
Non-Disc.$24.4M
Employees7
Clients2
DateOct 2019
Total AUM$101.9M
Discretionary$77.5M
Non-Disc.$24.4M
Employees7
Clients2
DateOct 2019
Total AUM$101.9M
Discretionary$77.5M
Non-Disc.$24.4M
Employees7
Clients2
DateAug 2019
Total AUM$101.9M
Discretionary$77.5M
Non-Disc.$24.4M
Employees5
Clients2
DateMar 2019
Total AUM$101.9M
Discretionary$77.5M
Non-Disc.$24.4M
Employees6
Clients2
DateFeb 2019
Total AUM$101.9M
Discretionary$77.5M
Non-Disc.$24.4M
Employees6
Clients2
DateDec 2018
Total AUM$114M
Discretionary$92.6M
Non-Disc.$21.4M
Employees6
Clients1
DateNov 2018
Total AUM$114M
Discretionary$92.6M
Non-Disc.$21.4M
Employees6
Clients1
DateMay 2018
Total AUM$114M
Discretionary$92.6M
Non-Disc.$21.4M
Employees7
Clients1
DateFeb 2018
Total AUM$114M
Discretionary$92.6M
Non-Disc.$21.4M
Employees7
Clients1
DateOct 2017
Total AUM$150.8M
Discretionary$124.9M
Non-Disc.$25.9M
Employees7
Clients1
DateMar 2017
Total AUM$150.8M
Discretionary$124.9M
Non-Disc.$25.9M
Employees7
Clients26
DateMar 2016
Total AUM$107.8M
Discretionary$83.5M
Non-Disc.$24.3M
Employees7
Clients26
DateDec 2015
Total AUM$126.3M
Discretionary$114M
Non-Disc.$12.4M
Employees7
Clients26
DateMar 2015
Total AUM$126.3M
Discretionary$114M
Non-Disc.$12.4M
Employees7
Clients26
DateMar 2015
Total AUM$126.3M
Discretionary$114M
Non-Disc.$12.4M
Employees7
Clients26
DateNov 2014
Total AUM$165.4M
Discretionary$140.4M
Non-Disc.$25M
Employees6
Clients26
DateNov 2014
Total AUM$165.4M
Discretionary$140.4M
Non-Disc.$25M
Employees6
Clients26
DateOct 2014
Total AUM$165.4M
Discretionary$140.4M
Non-Disc.$25M
Employees6
Clients26
DateMar 2014
Total AUM$165.4M
Discretionary$140.4M
Non-Disc.$25M
Employees6
Clients26
DateJan 2014
Total AUM$231.4M
Discretionary$204.4M
Non-Disc.$26.9M
Employees6
Clients26
DateDec 2013
Total AUM$231.4M
Discretionary$204.4M
Non-Disc.$26.9M
Employees6
Clients26
DateMar 2013
Total AUM$231.4M
Discretionary$204.4M
Non-Disc.$26.9M
Employees6
Clients26
DateMar 2012
Total AUM$232.6M
Discretionary$208.7M
Non-Disc.$23.9M
Employees1
Clients26
DateApr 2011
Total AUM$241.3M
Discretionary$212M
Non-Disc.$29.3M
Employees5
Clients--
DateMar 2011
Total AUM$241.3M
Discretionary$212M
Non-Disc.$29.3M
Employees5
Clients--
DateSep 2010
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$607.3M
Discretionary$82.3M
Non-Disc.$525M
Employees10
Clients--
DateMar 2007
Total AUM$607.3M
Discretionary$82.3M
Non-Disc.$525M
Employees10
Clients--
DateMar 2006
Total AUM$1.5B
Discretionary$74.5M
Non-Disc.$1.4B
Employees10
Clients--
DateSep 2005
Total AUM$1.5B
Discretionary$60M
Non-Disc.$1.5B
Employees5
Clients--
DateMar 2004
Total AUM$322M
Discretionary$52M
Non-Disc.$270M
Employees5
Clients--
DateNov 2003
Total AUM$54M
Discretionary$50M
Non-Disc.$4M
Employees5
Clients--
DateNov 2003
Total AUM$54M
Discretionary$50M
Non-Disc.$4M
Employees5
Clients--