Conscious Wealth Investments, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 319143
- Registered since
- March 24, 2022
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.57%
- Individuals4.75%
- Charitable Organizations0.67%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Conscious Wealth Investments, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves individual and family clients (and small business portfolios) and structures its advice around financial planning and discretionary portfolio management. Its billing model includes AUM-based fees as well as hourly and fixed-fee engagements. The adviser does not characterize itself as an active ESG investor and is not organized as a multi-state or institutional pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- State & Local Bonds12%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds3%
Contacts
3 of 4
Rachel Webster
Wealth ManagerCRD 5779285
Andrew Olsen
Wealth AssociateCRD 8069091
Brandon Hatton
PresidentCRD 5603947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$54.8M in ETFs
100%
$54.6M
0%
$219K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $13.8M | 18,394 | 25.09% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 901 Bernina Ave Ne
- Time zone
- ET (UTC-5)
- Office locations
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