COMPREHENSIVE PLANNING ASSOCIATES, INC.
Legal name: THE WEALTH CONSERVATORY
CRD #115932 SEC #801-132219 LEBANON, NH 800-472-1844
SEC Registered
Total AUM
$117.4M
Discretionary
$117.4M
Employees
4
Clients
25
Accounts
369
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $117.4M | $117.4M | $0 | 4 | 13 |
| Feb 2025 | $117.4M | $117.4M | $0 | 4 | 13 |
| Jun 2012 | $41.1M | $14.4M | $26.7M | 1 | 26 |
| May 2012 | $41.1M | $14.4M | $26.7M | 1 | 26 |
| Mar 2012 | $41.1M | $14.4M | $26.7M | 1 | 26 |
| May 2011 | $40.1M | $12.5M | $27.6M | 5 | -- |
| Feb 2011 | $40.1M | $12.5M | $27.6M | 5 | -- |
| Mar 2010 | $33.4M | $8.2M | $25.3M | 5 | -- |
| Sep 2009 | $25.2M | $6.4M | $18.8M | 5 | -- |
| Apr 2009 | $25.2M | $6.4M | $18.8M | 5 | -- |
| Mar 2009 | $18M | $4.5M | $13.5M | 5 | -- |
DateApr 2025
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees4
Clients13
DateFeb 2025
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees4
Clients13
DateJun 2012
Total AUM$41.1M
Discretionary$14.4M
Non-Disc.$26.7M
Employees1
Clients26
DateMay 2012
Total AUM$41.1M
Discretionary$14.4M
Non-Disc.$26.7M
Employees1
Clients26
DateMar 2012
Total AUM$41.1M
Discretionary$14.4M
Non-Disc.$26.7M
Employees1
Clients26
DateMay 2011
Total AUM$40.1M
Discretionary$12.5M
Non-Disc.$27.6M
Employees5
Clients--
DateFeb 2011
Total AUM$40.1M
Discretionary$12.5M
Non-Disc.$27.6M
Employees5
Clients--
DateMar 2010
Total AUM$33.4M
Discretionary$8.2M
Non-Disc.$25.3M
Employees5
Clients--
DateSep 2009
Total AUM$25.2M
Discretionary$6.4M
Non-Disc.$18.8M
Employees5
Clients--
DateApr 2009
Total AUM$25.2M
Discretionary$6.4M
Non-Disc.$18.8M
Employees5
Clients--
DateMar 2009
Total AUM$18M
Discretionary$4.5M
Non-Disc.$13.5M
Employees5
Clients--