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| Keyboard |
| Conscious Capital Wealth Management LLC
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|---|---|
| CRD # | 174670 |
| SEC # | 801-119516 |
| CIK # | |
| AUM | 131.3 M (2026-05-07) |
| Employees | 5 (60% Investors, 20% Brokers) |
| Phone | 860-659-8299 |
| Address | 601 S Harbour Blvd Tampa, FL 33602 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 28.5 |
| (b) Individuals (high net worth individuals) | 66 | 102.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 566 | 131.3 |
| By Discretionary | ||
| Discretionary | 566 | 131.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 566 | 131.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.3 | |
| Total | 566 | 131.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
DBD Retirement and Financial Services LLC
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|
133.7 M | |
|
Summitpoint Capital Management
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|
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|
Wealthmark LLC
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WA | 132.0 M |
|
Secure Wealth Inc
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|
Schmitz Capital Partners LLC
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CA | 132.0 M |
|
Messmer Capital Advisors LLC
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OH | 130.4 M |
|
Walsky Investment Management Inc
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|
PA | 130.2 M |
|
Pasqua Thomas
✚
|
FL | 129.7 M |
|
Patina Wealth LLC
✚
|
129.2 M | |
|
Stephen Smith Financial Inc
✚
|
IL | 129.0 M |