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THE WEALTH CONSERVATORY
COMPREHENSIVE PLANNING ASSOCIATES, INC.
CRD 115932 · SEC 801-132219
29 SCHOOL STREET, LEBANON, NH, 03766, United States
Phone
800-472-1844
Fax
603-448-0276
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.4M
Discretionary AUM
$138.4M
Team
4 total employees; 3 advisory reps; 7 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $21.4M |
| High net worth individuals | 58 | $115.3M |
| Charitable organizations | 3 | $1.8M |
States served
VT, CA, NC, MO, TX, NH
All web addresses on file
Official SEC filing: View on IAPD