Conscious Wealth Investments, LLC

Overview

Conscious Wealth Investments, LLC is an independent registered investment adviser that began SEC registration in 2022 and operates as a limited liability company under individual ownership. The firm’s client focus is individuals and families, and its core services are financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor and does not function as a multi-state or pension consultant. According to the available data, Conscious Wealth does not act as a capital allocator in the sense of operating a dedicated primary-sourcing platform; instead, it places client capital with third‑party managers when using alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives