CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2020

Total AUM

$131M

Discretionary

$131M

100% of AUM

Avg account

$232K

Accounts

566

Employees

Advisory reps

Firm details

Headquarters: TAMPA, Florida
CRD number: 174670
Registered since: October 7, 2020
Website: www.consciouswealth.global
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI78.29%
Individuals21.71%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Conscious Capital Wealth Management, LLC is an independent registered investment adviser formed in 2020 and organized as an LLC with individual ownership. The firm serves individual and family clients and describes itself as a capital allocator that selects third‑party managers and advisers. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, periodic publications, and educational seminars or workshops; it also operates as an insurance broker. The firm reports being an active ESG investor and offers multiple fee arrangements (percentage of AUM, hourly, fixed fees, performance‑based fees and other structures).