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, individual-owned Registered Investment Adviser that began SEC registration in 2022. The firm focuses on serving individuals and families, delivering financial planning and portfolio management for both personal clients and small businesses. Its fee model is flexible and includes percentage-of-AUM billing alongside hourly and flat-fee arrangements. According to its filings, the firm does not position itself as a capital allocator, does not describe itself as an ESG investor, and operates under a single-state advisory footprint.
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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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