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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 9, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HUTCHINS, JOHN, JAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHINS, JOHN, JAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHINS, JOHN, JAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHINS, JOHN, JAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHINS, JOHN, JAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHINS, JOHN, JAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHINS, JOHN, JAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHINS, JOHN, JAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHINS, JOHN, JAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHINS, JOHN, JAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHINS, JOHN, JAY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 9, 2025 REGISTERED
Notice Filings (6)
CA MO NC NH TX VT
Address
29 SCHOOL STREETLEBANON, NH 03766
United States
Phone: 800-472-1844