SEC Form ADV

THE WEALTH CONSERVATORY

Registered Investment AdviserNH
$138.4M
Assets Under Management
359
Total Clients
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Registration Details

Accession
CRD-115932
Location
LEBANON, NH
Filing Date
March 23, 2026
AUM
$138.4M
Total Clients
359
Amendment
No

About this Adviser

THE WEALTH CONSERVATORY is a registered investment adviser headquartered in LEBANON, NH, managing approximately $138.4M in assets across 359 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.