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Steven Peter Henningsen

The Wealth Conservancy, Inc.

Boulder, CO

CRD 2416247

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Employer firm

The Wealth Conservancy, Inc. CRD 112024

$260M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars
  • WEALTH COACHING

From the firm’s Form ADV. Read the guides:

Current Employers
The Wealth Conservancy, Inc.

2355 Canyon Blvd Suite 204, Boulder, CO 80302 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-29
NH RA APPROVED 2024-11-14
TX RA APPROVED 2008-12-11
CO RA APPROVED 2002-06-25
  • CA RA
    APPROVED
    Since 2026-07-29
  • NH RA
    APPROVED
    Since 2024-11-14
  • TX RA
    APPROVED
    Since 2008-12-11
  • CO RA
    APPROVED
    Since 2002-06-25

Branch Locations

2355 Canyon Blvd Suite 204, Boulder, CO 80302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Wealth Conservancy, Inc. Boulder CO 09/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-02-14
S63 Uniform Securities Agent State Law Examination 1993-11-08
  • S65 Uniform Investment Adviser Law Examination
    1995-02-14
  • S63 Uniform Securities Agent State Law Examination
    1993-11-08

View on SEC IAPD

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