{"url":"https://nivawealth.com/firms/the-wealth-conservancy-112024","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/112024","regulatoryAum":260006850,"crd":"112024","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2416247","suffix":null,"lastName":"HENNINGSEN","firstName":"STEVEN","middleName":"PETER"},{"crd":"5736614","suffix":null,"lastName":"HOYER","firstName":"MELISSA","middleName":"RENEE"},{"crd":"4383206","suffix":null,"lastName":"SALZER","firstName":"MYRA","middleName":"LYNN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-01","regulatoryAum":125971022,"clients":52,"employees":6,"offices":1},{"filedOn":"2022-01-14","regulatoryAum":157365186,"clients":49,"employees":7,"offices":1},{"filedOn":"2023-01-25","regulatoryAum":183143232,"clients":51,"employees":6,"offices":1},{"filedOn":"2024-07-09","regulatoryAum":182193897,"clients":48,"employees":7,"offices":1},{"filedOn":"2025-02-01","regulatoryAum":192112867,"clients":45,"employees":5,"offices":1},{"filedOn":"2026-07-09","regulatoryAum":260006850,"clients":47,"employees":6,"offices":1}],"secFileNumber":"801-19008","legalName":"The Wealth Conservancy, Inc.","displayName":"The Wealth Conservancy","slug":"the-wealth-conservancy-112024","website":"https://wayintowealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Colorado corporation","fiscalYearEnd":"December","headquarters":{"street":"2355 Canyon BLVD, Suite 204","city":"Boulder","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80302"},"tradeNames":[],"registration":{"secApproved":"3 June 1983","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":5130220.191489362,"staff":{"employees":6,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":260006850,"discretionary":151041237,"discretionaryAccounts":157,"nonDiscretionary":108965613,"nonDiscretionaryAccounts":63,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":26,"regulatoryAum":13287498},{"label":"High-net-worth individuals","clients":21,"regulatoryAum":227832851},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":18886501}],"feePrograms":[{"role":"other","program":"Financial Planning on a Consulting or Project Basis","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004116","versionId":1004116,"submittedOn":"2026-01-27","documentName":"FORM ADV PART 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:11:50.212187+00:00","documents":[{"name":"FORM ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004116","versionId":1004116,"submittedOn":"2026-01-27"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004115","versionId":1004115,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":187656123}],"custodyNote":"The Wealth Conservancy has custody of $178M in client assets for 46 clients.","otherCustodians":[],"leadership":[{"name":"Myra Salzer","title":"President, Chief Compliance Officer","crd":"4383206"},{"name":"Steven Henningsen","title":"Partner","crd":"2416247"}],"ownership":[{"label":"Myra Salzer","detail":"President, chief compliance officer in the 75% or more ownership band and a control person, since June 1983."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"2355 Canyon BLVD, Suite 204","city":"Boulder","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"303-444-1919","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["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"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":27},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":3},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":47},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":6},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":10,"detail":"Bullion, Real Estate"}],"privateFunds":0},"sources":{"adv1FilingDate":"9 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/112024/PDF/112024.pdf","brochureDate":"27 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004116","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The Wealth Conservancy have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Wealth Conservancy offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does The Wealth Conservancy use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Wealth Conservancy have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Wealth Conservancy invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Wealth Conservancy?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Wealth Conservancy get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact The Wealth Conservancy?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}