# The Wealth Conservancy, Inc.

> The Wealth Conservancy, Inc. is an SEC-registered investment advisory firm in Boulder, CO, registered since 1983, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 112024
- Filed as: THE WEALTH CONSERVANCY, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112024
- AdvisorCensus page: https://advisorcensus.com/firm/the-wealth-conservancy-inc-boulder-co-112024

## Quick answers

**How is The Wealth Conservancy, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), The Wealth Conservancy, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is The Wealth Conservancy, Inc. located?**
The Wealth Conservancy, Inc.'s principal office is in Boulder, CO, according to its Form ADV.

**Is The Wealth Conservancy, Inc. registered with the SEC or a state?**
The Wealth Conservancy, Inc. is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 112024.

**How much does The Wealth Conservancy, Inc. manage?**
The Wealth Conservancy, Inc. reports $260,006,850 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (58% discretionary).

**How have The Wealth Conservancy, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for The Wealth Conservancy, Inc.: Regulatory assets under management: $125,971,022 in the October 2021 data and $260,006,850 in the October 2026 data, up 106%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Wealth Conservancy, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (21).

**Which custodians does The Wealth Conservancy, Inc. use?**
The Wealth Conservancy, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The Wealth Conservancy, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112024

**What changed in The Wealth Conservancy, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $260,006,850
- Discretionary: $151,041,237
- Non-discretionary: $108,965,613

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $13,287,498 |
| High net worth individuals | 21 | $227,832,851 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $18,886,501 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 1983 (43 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thewealthconservancy.com
- twcinc.org
- wayintowealth.com
- Facebook @MYRASALZER
- Facebook @THEWEALTHCONSERVANCY
- LinkedIn @TWCINC
- LinkedIn @MYRA-SALZER
- YouTube @UC62ZZNF-WBVB8BWX6_DQREG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $125,971,022 | 6 | June 1, 2021 |
| October 2022 | $157,365,186 | 7 | January 14, 2022 |
| October 2023 | $183,143,232 | 6 | January 25, 2023 |
| October 2024 | $182,193,897 | 7 | July 9, 2024 |
| October 2025 | $192,112,867 | 5 | February 1, 2025 |
| October 2026 | $260,006,850 | 6 | July 9, 2026 |

Regulatory assets under management: $125,971,022 in the October 2021 data and $260,006,850 in the October 2026 data, up 106%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in CA.

### February 2026
- Regulatory assets under management went from $192,112,867 to $260,006,850 (+35%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Wealth Conservancy, Inc. (CRD 112024): Form ADV filing data as of October 2026.