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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HENNINGSEN, STEVEN, PETER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HENNINGSEN, STEVEN, PETER | I | PARTNER | NA | Control |
| HINMAN, RAQUEL, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HINMAN, RAQUEL, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HINMAN, RAQUEL, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HINMAN, RAQUEL, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HINMAN, RAQUEL, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HINMAN, RAQUEL, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HINMAN, RAQUEL, SUE | I | FINANCIAL PLANNER | NA | |
| HINMAN, RAQUEL, SUE | I | FINANCIAL PLANNER | NA | |
| HINMAN, RAQUEL, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HINMAN, RAQUEL, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SALZER, MYRA, LYNN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 1, 2025 REGISTERED
Notice Filings (7)
CA CO LA MA NE NH TX
Address
2355 CANYON BLVDSUITE 204
BOULDER, CO 80302
United States
Phone: 303-444-1919