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Melissa Renee Hoyer

Investment Adviser Representative at THE Wealth Conservancy, Inc.

Boulder, COCRD #5736614Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Melissa Renee Hoyer is an investment adviser representative with The Wealth Conservancy, Inc. in Boulder, CO, where they have been registered since 2020. They have worked in the securities industry since 2010 and were previously registered with MY Impax. They are registered to provide investment advice in California, Colorado, New Hampshire, and Texas.

Office

2355 Canyon Blvd, Suite 204
Boulder, CO 80302

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Colorado, New Hampshire, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

THE Wealth Conservancy, Inc.Current
2/26/2020 – Boulder, CO
MY Impax
1/18/2019 – 12/31/2021Erie, CO
MY Impax
5/14/2015 – 12/31/2018Erie, CO
THE Wealth Conservancy, Inc.
1/28/2010 – 7/17/2014Boulder, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. MY Impax
    Jul 2014 – Dec 2021Erie, CO
  2. THE Wealth Conservancy, Inc.
    Feb 2020 – no end date reportedBoulder, CO
  3. LIFE XT
    Jan 2018 – Mar 2021Chicago, CO
  4. Salted Toast Coaching, LLC
    Jun 2010 – no end date reportedErie, CO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About THE Wealth Conservancy, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Boulder, CO
SEC file number:
801-19008

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 9, 2026

View full firm profile

Other advisors at THE Wealth Conservancy, Inc.

2 other advisors in the directory

View THE Wealth Conservancy, Inc. firm profile

Similar advisors in Boulder, CO

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Melissa Renee Hoyer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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