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CONSCIOUS WEALTH INVESTMENTS, LLC
CRD 319143 · SEC 801-123510
901 BERNINA, APT 2, ATLANTA, GA, 30307, United States
Phone
(404) 826.7747
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$272.8M
Discretionary AUM
$272.8M
Team
7 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $13.0M |
| High net worth individuals | 69 | $258.0M |
States served
CA, GA, ID, LA, TX, FL
All web addresses on file
- https://www.youtube.com/channel/UCysvlohDDuJEKXn13zeYKnA
- https://consciouswealth.com
- https://www.tiktok.com/@consciouswealth_
- https://www.consciouswealthinvesting.com/
- https://www.facebook.com/consciouswealth
- https://www.instagram.com/consciouswealth/
- https://www.linkedin.com/company/theconsciouswealthcompany
Official SEC filing: View on IAPD