THE WEALTH CONSERVANCY, INC. - Financial Advisor in Colorado, Boulder

Tel: 303-444-1919 2355 Canyon Blvd Suite 204 Boulder, Colorado 80302

About THE WEALTH CONSERVANCY, INC.

THE WEALTH CONSERVANCY, INC. is a Boulder, Colorado based financial advisory firm with nearly $192,112,867 in assets under management and provides investment advisory services for 211 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

112024

Firm SEC#:

801-19008

Assets Under Management:

$192,112,867

No. of Clients:

211

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (WEALTH COACHING)

Fee Structure:

A percentage of AUM, Fixed fees, Other (PROJECT RATE)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Colorado?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Colorado, Boulder

FirmCRD#:169875

SEC#:801-97338

No. of Advisors:32

No. of Clients:11

AUM:$3,978,022,464

FirmCRD#:174836

SEC#:801-110951

No. of Advisors:34

No. of Clients:20

AUM:$3,959,340,434

FirmCRD#:159541

SEC#:801-107412

No. of Advisors:12

No. of Clients:15

AUM:$3,411,323,300

FirmCRD#:143980

SEC#:801-68001

No. of Advisors:14

No. of Clients:14

AUM:$2,069,427,000

FirmCRD#:107485

SEC#:801-45532

No. of Advisors:29

No. of Clients:3752

AUM:$1,837,419,076

FirmCRD#:174210

SEC#:801-110952

No. of Advisors:12

No. of Clients:184

AUM:$1,185,649,921

FirmCRD#:311142

SEC#:801-119896

No. of Advisors:10

No. of Clients:3002

AUM:$700,341,188

FirmCRD#:114011

SEC#:801-60868

No. of Advisors:9

No. of Clients:1126

AUM:$560,325,709

FirmCRD#:286084

SEC#:801-108740

No. of Advisors:12

No. of Clients:338

AUM:$467,575,192

FirmCRD#:115069

SEC#:801-79267

No. of Advisors:3

No. of Clients:523

AUM:$291,048,832

FirmCRD#:169684

SEC#:801-118595

No. of Advisors:4

No. of Clients:553

AUM:$218,521,319

FirmCRD#:110594

SEC#:801-126558

No. of Advisors:7

No. of Clients:587

AUM:$218,042,812

FirmCRD#:304503

SEC#:801-117808

No. of Advisors:1

No. of Clients:36

AUM:$171,807,000

FirmCRD#:170732

SEC#:801-118225

No. of Advisors:4

No. of Clients:503

AUM:$150,756,887

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

RUBICON TECHNOLOGY MANAGEMENT L.L.C.

169875

801-97338

$3,978,022,464

VISION RIDGE PARTNERS, LLC

174836

801-110951

$3,959,340,434

FOUNDRY GROUP, LLC

159541

801-107412

$3,411,323,300

WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP

143980

801-68001

$2,069,427,000

BSW WEALTH PARTNERS

107485

801-45532

3752

$1,837,419,076

SCHOOLCRAFT CAPITAL LLC

174210

801-110952

184

$1,185,649,921

THE MILLSTONE EVANS GROUP, LLC

311142

801-119896

3002

$700,341,188

COLORADO CAPITAL MANAGEMENT

114011

801-60868

1126

$560,325,709

BLACK SWIFT GROUP, LLC

286084

801-108740

338

$467,575,192

BOULDER WEALTH ADVISORS, LLC

115069

801-79267

523

$291,048,832

KILTERHOWLING LLC

169684

801-118595

553

$218,521,319

FINANCIAL STEWARD ASSOCIATES, LLC

110594

801-126558

587

$218,042,812

CONSILIUM, LLC

304503

801-117808

$171,807,000

SILVERPEAK WEALTH ADVISORS

170732

801-118225

503

$150,756,887

Explore More Financial Advisor Firms in Boulder, Colorado >>