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CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
TAMPA, FL
860-659-8299
SEC #801-119516Total AUM
$131.3M
Employees
5Clients
207Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
601 S. HARBOUR BLVD
SUITE 109
TAMPA
FL 33602
United States
SUITE 109
TAMPA
FL 33602
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
860-659-8299
Other Offices
2
Financials
Total AUM
$131.3M
Accounts
566Discretionary
$131.3M
Accounts
566Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
141AUM
$28.5M
HNW Individual Clients
66AUM
$102.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
%OF CLIENT ASSETS INVESTED IN MODEL PORTFOLIOS MANAGED BY OTHERS
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACOCTFLMAMDNHNJNYOHRISCTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.