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CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CRD 174670 · SEC 801-119516
601 S. HARBOUR BLVD, SUITE 109, TAMPA, FL, 33602, United States
Phone
860-659-8299
Fax
800-691-5517
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.3M
Discretionary AUM
$131.3M
Team
5 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; %OF CLIENT ASSETS INVESTED IN MODEL PORTFOLIOS MANAGED BY OTHERS
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $28.5M |
| High net worth individuals | 66 | $102.8M |
States served
CA, CO, MD, MA, NJ, NY, OH, RI, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD