Overview
Assets Under Management: $131 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 66
Average Client Assets: $1.6 million
Frequently Asked Questions
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174670), CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC is headquartered in TAMPA, FL.
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC serves 66 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC manages $131 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.29%
Average Client Assets: $1.6 million
Total Client Accounts: 566
Discretionary Accounts: 566
Regulatory Filings
CRD Number: 174670
Filing ID: 2072612
Last Filing Date: 2026-03-27 10:45:50