Myra L. Salzer

THE WEALTH CONSERVANCY

BOULDER, CO 80302

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CRD#: 4383206

Professional summary

Myra Lynn Salzer, CFP® is a registered financial advisor currently at THE WEALTH CONSERVANCY, INC. located in Boulder, Colorado.

Myra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Myra has worked at 1 firm .

Question & Answer

What are your service offerings?

Estate Planning

Comprehensive Financial Planni...

Investment Planning

Tax Planning

Do you have an area of expertise or specialization?

Estate & Generational Planning...

Financial Psychology/Coaching

High Net Worth Client Needs

Investment Advice with Ongoing...

Investment Advice without Ongo...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Myra Lynn Salzer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1983

Experience

Current

January 1, 1999 - Present

THE WEALTH CONSERVANCY, INC.

Office #1: 2355 Canyon Blvd Suite 204, Boulder, CO 80302

RIA

CRD#: 112024

BOULDER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE WEALTH CONSERVANCY, INC.

CRD#: 112024 / SEC#: 801-19008

RIA

Registered Investment Advisory firm - (6/3/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/1/1999)

IAR

New Hampshire
(11/10/2024)

IAR

Texas
(1/28/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

THE WEALTH CONSERVANCY, INC.

CRD#: 112024 / SEC#: 801-19008

RIA

Registered Investment Advisory firm - (6/3/1983 Approved)

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Contact information

Main Address

2355 Canyon Blvd Suite 204, Boulder, CO 80302

Mailing Address

Phone number

(303) 444-1919

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/1/2025)

FORM ADV PART 2B BROCHURE SUPPLEMENTS - ALL ADVISORY PERSONNEL (2/1/2025)

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 192,112,867

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Myra L. Salzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Myra Lynn Salzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE WEALTH CONSERVANCY, INC.

Primary Firm SEC Registration

THE WEALTH CONSERVANCY, INC.

State Registrations and Notice Filings

Exams

Current Firm

THE WEALTH CONSERVANCY, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE WEALTH CONSERVANCY, INC.

TRUST BUT VERIFY

Contact information

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