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CONSERVEST CAPITAL ADVISORS INC
CRD 111353 · SEC 801-44462
257 E. LANCASTER AVENUE, SUITE 205, WYNNEWOOD, PA, 19096, United States
Phone
610-642-9588
Fax
610-642-9599
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.92B
Discretionary AUM
$1.92B
Team
7 total employees; 7 advisory reps; 303 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $30.3M |
| High net worth individuals | 204 | $1.86B |
| Pension/profit sharing plans | 4 | $10.9M |
| Charitable organizations | 14 | $8.2M |
| Corporations/business entities | 7 | $12.9M |
States served
AZ, CA, DE, MA, NJ, NY, NC, PA, VA, CT, FL
All web addresses on file
Official SEC filing: View on IAPD