Investment adviser · CRD 115932
THE WEALTH CONSERVATORY
Investment adviser filing (IA)
COMPREHENSIVE PLANNING ASSOCIATES, INC.
LEBANON, NH, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $138M Form ADV · Item 5.F
- Client accounts
- 359 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 58 | $115,274,665 | 83.3% |
| Individuals | 63 | $21,397,705 | 15.5% |
| Charities | Fewer than 5 | $1,768,291 | 1.3% |
Filing source
Form ADV 2068393 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
29 SCHOOL STREETLEBANON, NH, 03766, United States
CRD 115932
Filing source
Form ADV 2068393 · Mar 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.