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Building 2CONSCIOUS WEALTH INVESTMENTS, LLC

Map pinATLANTA, GA
Phone(404) 826.7747
NotebookSEC #801-123510
Total AUM
$272.8M
Employees
7
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
901 BERNINA
APT 2
ATLANTA
GA 30307
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(404) 826.7747
Other Offices
1

ReceiptFinancials

Total AUM
$272.8M
Accounts
475
Discretionary
$272.8M
Accounts
475
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$13M
HNW Individual Clients
69
AUM
$258M
Charitable Organization Clients
1
AUM
$1.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAIDLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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