THE WEALTH CONSERVANCY, INC. of BOULDER, CO is an SEC-registered investment adviser (CRD 112024). Regulatory assets under management: $260.0M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Charities, Corporations, Other.
| Name | Role | Location |
|---|---|---|
| Myra Lynn Salzer | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Steven Peter Henningsen | PARTNER | — |
| SALZER MYRA LYNN | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HENNINGSEN STEVEN PETER | CHIEF COMPLIANCE OFFICER; PARTNER | — |
| HINMAN RAQUEL SUE | CHIEF COMPLIANCE OFFICER; FINANCIAL PLANNER | — |