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CWPIM
CONSCIENTIOUS WEALTH PLANNING AND INVESTMENT MANAGEMENT, LLC
CRD 288024
2475 NORTHWINDS PARKWAY, SUITE 200, ALPHARETTA, GA, 30009, United States
Phone
770-596-2692
Fax
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Registration
— (—)
Source
State registered
Total AUM
$15.4M
Discretionary AUM
$13.8M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-10-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $2.5M |
| High net worth individuals | 29 | $12.9M |
All web addresses on file
Official SEC filing: View on IAPD