DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE WEALTH CONSERVANCY, INC.

CRD 112024

BOULDER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e29e65f1-2c14-b2fd-2d5f-5219613b7b14

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2012 to Jul 9, 2026
40 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $260MItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $151M
Private client RAUM: $241MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $86.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 220
Individual clients: 26
High net worth clients: 21
Custody, client assets: $178M
SEC number: 801-19008
CRD: 112024
Filings on the tape: 40
First filed: Mar 29, 2012
Latest filed: Jul 9, 2026
Organised: Corporation, CO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MYRA LYNN SALZER	Certified Financial Planner	BOULDER, CO	27	43	n/a	no
STEVEN PETER HENNINGSEN	n/a	BOULDER, CO	24	32	n/a	no
MELISSA RENEE HOYER	Certified Financial Planner	BOULDER, CO	6	16	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HENNINGSEN, STEVEN, PETER	Partner	Na	yes	01/2006	Mar 29, 2012	Jul 9, 2024
SALZER, MYRA, LYNN	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	yes	06/1983	Mar 29, 2012	Jul 9, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 25, 2026	$260M	$151M	6	3	0	n/a	n/a
2024	Feb 1, 2025	$192M	$97.4M	5	3	0	n/a	n/a
2023	Jan 31, 2024	$182M	$99.4M	6	3	0	n/a	n/a
2022	Jan 25, 2023	$183M	$108M	6	3	0	n/a	n/a
2021	Jan 14, 2022	$157M	$91.4M	7	3	0	n/a	n/a
2020	Feb 8, 2021	$126M	$96.4M	6	4	0	n/a	n/a
2019	Feb 27, 2020	$105M	$77.5M	6	4	0	n/a	n/a
2018	Feb 18, 2019	$102M	$77.5M	6	4	0	n/a	n/a
2017	Feb 14, 2018	$114M	$92.6M	7	5	0	n/a	n/a
2016	Mar 24, 2017	$151M	$125M	7	5	n/a	n/a	n/a
2015	Mar 24, 2016	$108M	$83.5M	7	5	n/a	n/a	n/a
2014	Mar 17, 2015	$126M	$114M	7	5	n/a	n/a	n/a
2013	Mar 28, 2014	$165M	$140M	6	6	n/a	n/a	n/a
2012	Mar 27, 2013	$231M	$204M	6	6	n/a	n/a	n/a
2011	Mar 29, 2012	$233M	$209M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$260M	$192M	35.3%	$183M	12.4%	6	5	0	0

Relationships

Registered with (7)

← MELISSA RENEE HOYERAdvisorregistration: previous registration
Jan 28, 2010 to Jul 17, 2014factForm ADV
← STEVEN PETER HENNINGSENAdvisorregistration: current employment
Jun 25, 2002 to presentfactForm ADV
← MYRA LYNN SALZERAdvisorregistration: current employment
Jan 1, 1999 to presentfactForm ADV
← Heidi Bao PhanAdvisorregistration: previous registration
Dec 13, 2024 to Jan 31, 2025factForm ADV
← MEGAN ELIZABETH KANTERAdvisorregistration: previous registration
Mar 7, 2019 to Aug 29, 2019factForm ADV
← RAQUEL SUE HINMANAdvisorregistration: previous registration
Nov 25, 2008 to Dec 31, 2014factForm ADV
← BRIAN RODNEY LITTLEJOHNAdvisorregistration: previous registration
Mar 28, 2011 to Aug 10, 2012factForm ADV

Controls (2)

← HENNINGSEN, STEVEN, PETEROwnerPARTNER, ownership code NA, individual
Mar 29, 2012 to Jul 9, 2024factForm ADV
← SALZER, MYRA, LYNNOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 29, 2012 to Jul 9, 2024factForm ADV

Dated events

Occurred
Jan 31, 2025
Advisor changed firm
Heidi Bao Phan left The Wealth Conservancy, Inc. for Illumination Wealth Management (registered 2025-02-28)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e29e65f1-2c14-b2fd-2d5f-5219613b7b14
First observed: Mar 29, 2012
Last observed: Jul 9, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE WEALTH CONSERVANCY, INC.

CRD 112024

BOULDER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e29e65f1-2c14-b2fd-2d5f-5219613b7b14

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MYRA LYNN SALZER

Certified Financial Planner

BOULDER, CO

n/a

STEVEN PETER HENNINGSEN

n/a

BOULDER, CO

n/a

MELISSA RENEE HOYER

Certified Financial Planner

BOULDER, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HENNINGSEN, STEVEN, PETER

Partner

yes

01/2006

Mar 29, 2012

Jul 9, 2024

SALZER, MYRA, LYNN

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

06/1983

Mar 29, 2012

Jul 9, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$260M

$151M

n/a

2024

Feb 1, 2025

$192M

$97.4M

n/a

2023

Jan 31, 2024

$182M

$99.4M

n/a

2022

Jan 25, 2023

$183M

$108M

n/a

2021

Jan 14, 2022

$157M

$91.4M

n/a

2020

Feb 8, 2021

$126M

$96.4M

n/a

2019

Feb 27, 2020

$105M

$77.5M

n/a

2018

Feb 18, 2019

$102M

$77.5M

n/a

2017

Feb 14, 2018

$114M

$92.6M

n/a

2016

Mar 24, 2017

$151M

$125M

n/a

2015

Mar 24, 2016

$108M

$83.5M

n/a

2014

Mar 17, 2015

$126M

$114M

n/a

2013

Mar 28, 2014

$165M

$140M

n/a

2012

Mar 27, 2013

$231M

$204M

n/a

2011

Mar 29, 2012

$233M

$209M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$260M

$192M

35.3%

$183M

12.4%