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THE WEALTH CONSERVANCY, INC.
CRD 112024 · SEC 801-19008
2355 CANYON BLVD, SUITE 204, BOULDER, CO, 80302, United States
Phone
303-444-1919
Fax
303-444-1479
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$260.0M
Discretionary AUM
$151.0M
Team
6 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; PROJECT RATE
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminarsWEALTH COACHING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $13.3M |
| High net worth individuals | 21 | $227.8M |
States served
CO, TX, NH
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/MYRASALZER
- HTTPS://WWW.WAYINTOWEALTH.COM/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/TWCINC
- HTTPS://WWW.LINKEDIN.COM/IN/MYRA-SALZER
- HTTPS://WWW.FACEBOOK.COM/THEWEALTHCONSERVANCY
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UC62ZZNF-WBVB8BWX6_DQREG
- HTTPS://WWW.THEWEALTHCONSERVANCY.COM
- HTTP://WWW.TWCINC.ORG
Official SEC filing: View on IAPD