The Wealth Conservancy provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 11–25 clients last fiscal year.
The Wealth Conservancy reports 47 clients. They include 26 individual clients and 21 high-net-worth individuals. Of its assets, 58.1% ($151M across 157 accounts) are managed with discretion; $109M across 63 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 5% |
| High-net-worth individuals | 45% | 88% |
| Corporations and other businesses | Fewer than 5 | 7% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 26 | $13.3M | 5.1% | $511K |
| High-net-worth individuals | 21 | $228M | 87.6% | $10.8M |
| Corporations and other businesses | Fewer than 5 | $18.9M | 7.3% | — |
| Total | 47 | $260M | 100% | — |
- Clients
- 26
- Regulatory AUM
- $13.3M
- AUM share
- 5.1%
- Avg. per client
- $511K
- Clients
- 21
- Regulatory AUM
- $228M
- AUM share
- 87.6%
- Avg. per client
- $10.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $18.9M
- AUM share
- 7.3%
- Avg. per client
- —
Total
- Clients
- 47
- Regulatory AUM
- $260M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
The Wealth Conservancy is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning on a Consulting or Project Basis
- Financial planning on a consulting or project basis is fixed by agreement case by case; historically project fees range from $1,000 to $50,000.
Myra Salzer owns 75% or more of The Wealth Conservancy. The leadership team of The Wealth Conservancy includes President Myra Salzer. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of The Wealth Conservancy, Inc.
Myra Salzer
Control person · since June 1983
The Wealth Conservancy’s regulatory assets grew 2.1× from $126M (June 2021) to $260M (July 2026); clients fell from 52 to 47 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $260M | 47 | 6 | 1 |
| Feb 2025February 2025 | $192M | 45 | 5 | 1 |
| Jul 2024July 2024 | $182M | 48 | 7 | 1 |
| Jan 2023January 2023 | $183M | 51 | 6 | 1 |
| Jan 2022January 2022 | $157M | 49 | 7 | 1 |
| Jun 2021June 2021 | $126M | 52 | 6 | 1 |
Besides its headquarters, The Wealth Conservancy has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 2355 Canyon BLVD, Suite 204, BoulderHQ
Contact and registration details
- Legal name
- The Wealth Conservancy, Inc.
- Headquarters
- 2355 Canyon BLVD, Suite 204, Boulder, CO 80302
- Website
- wayintowealth.com
- Phone
- 303-444-1919
- SEC file
- 801-19008
- Structure
- Colorado corporation
- Fiscal year end
- December
The Wealth Conservancy’s named custodian for separately managed accounts is Charles Schwab ($188M). The Wealth Conservancy has custody of $178M for 46 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $188M100%
At year end, The Wealth Conservancy’s separately managed accounts were mostly in funds (53%) and stocks (27%).
What the accounts hold
- Stocks27%
- Funds53%
- Registered funds47%
- Pooled vehicles6%
- Bonds7%
- U.S. government and agency bonds3%
- State and local bonds3%
- Investment grade corporate bonds1%
- Cash3%
- Other10%
- Bullion, real estate10%
How many clients does The Wealth Conservancy have?
The Wealth Conservancy has 47 clients and manages $260 million for them, as of July 2026. They include 26 individual clients and 21 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does The Wealth Conservancy offer?
The Wealth Conservancy provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does The Wealth Conservancy use?
The Wealth Conservancy’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $188M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does The Wealth Conservancy have?
The Wealth Conservancy has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Wealth Conservancy invest in?
At the end of its last fiscal year, The Wealth Conservancy’s separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 10% other, 6% pooled vehicles (private funds and similar), 3% U.S. government and agency bonds, 3% state and local bonds, 3% cash and equivalents and 1% investment grade corporate bonds. The 10% other category is described as: Bullion, Real Estate.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Wealth Conservancy?
The Wealth Conservancy’s direct owner is Myra Salzer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does The Wealth Conservancy get paid?
The Wealth Conservancy is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Wealth Conservancy?
The Wealth Conservancy’s main office is at 2355 Canyon BLVD, Suite 204, Boulder, CO 80302. Its phone number is 303-444-1919. Its website is wayintowealth.com.