THE WEALTH CONSERVANCY, INC.
SEC file number 801-19008
· BOULDER, CO
https://conservancynorth.org ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$182.2M
Discretionary AUM
$99.4M
Employees
7
Clients
4
Firm
- Address
- 2355 CANYON BLVD
BOULDER, CO 80302 - Phone
- —
- Website
- https://conservancynorth.org
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- 12X Wealth Strategies III, LLC Low name-match confidence · CIK 1909049 · TX
- 12X Wealth Strategies IV, LLC Low name-match confidence · CIK 1920713 · TX
- 12X Wealth Strategies RA, LLC Low name-match confidence · CIK 1967592 · TX
- 12X Wealth Strategies RQ, LLC Low name-match confidence · CIK 1967904 · TX
- 12X Wealth Strategies VI, LLC Low name-match confidence · CIK 2012343 · TX
- 12X Wealth Strategies V, LLC Low name-match confidence · CIK 2011007 · TX
- Aaron Wealth Private Access Fund LLC Low name-match confidence · CIK 2031195 · IL
- Alpha Wealth Volatility Advantage Fund, LP Low name-match confidence · CIK 1747048 · UT
- Altair Wealth Systems Holdings, LLC Low name-match confidence · CIK 1943067 · FL
- ARCADIA WEALTH MANAGEMENT LLC\GA Low name-match confidence · CIK 2132232 · GA
- Ascension Wealth Fund LLC Low name-match confidence · CIK 2016200 · DE
- AVSF - Savvy Wealth 2025, LLC Low name-match confidence · CIK 2069362 · MA
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Ascension Wealth Fund LLC · D/A · Oct 8, 2026$60M
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12X Wealth Strategies V, LLC · D/A · Oct 5, 2026$20M
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12X Wealth Strategies RQ, LLC · D/A · Oct 5, 2026$20M
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Alpha Wealth Volatility Advantage Fund, LP · D/A · Oct 2, 2026
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Altair Wealth Systems Holdings, LLC · D/A · Aug 14, 2026
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Aaron Wealth Private Access Fund LLC · D/A · Aug 13, 2026
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ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
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12X Wealth Strategies VI, LLC · D/A · Jan 2, 2026$35M
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12X Wealth Strategies RA, LLC · D/A · Jan 2, 2026$25M
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Alpha Wealth Volatility Advantage Fund, LP · D · Nov 6, 2025$50M
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12X Wealth Strategies VI, LLC · D/A · Oct 23, 2025$30M
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12X Wealth Strategies V, LLC · D/A · Oct 7, 2025$20M
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12X Wealth Strategies RQ, LLC · D/A · Oct 7, 2025$20M
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12X Wealth Strategies RA, LLC · D/A · Oct 6, 2025$20M
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Altair Wealth Systems Holdings, LLC · D/A · Aug 15, 2025
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Aaron Wealth Private Access Fund LLC · D/A · Aug 14, 2025
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AVSF - Savvy Wealth 2025, LLC · D · May 22, 2025$477.5K
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12X Wealth Strategies IV, LLC · D/A · Mar 18, 2025
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12X Wealth Strategies III, LLC · D/A · Mar 18, 2025
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12X Wealth Strategies VI, LLC · D/A · Feb 14, 2025$20M
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12X Wealth Strategies V, LLC · D/A · Feb 7, 2025$20M
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12X Wealth Strategies RQ, LLC · D/A · Feb 6, 2025$20M
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12X Wealth Strategies RA, LLC · D/A · Feb 6, 2025$20M