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Conscious Wealth Investments LLC
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CRD # | 319143 |
SEC # | 801-123510 |
CIK # | 0002011014 |
AUM | $192.7 MM (2024-07-02) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 305-876-6903 |
Address | 227 Miracle Mile Coral Gables, FL 33134 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
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HD | 277,648.0 | 6.0 | |
AMAT | 82,662.4 | 3.8 | |
KLAC | 49,261.0 | 3.8 | |
AXP | 107,077.6 | 3.7 | |
NFLX | 79,791.6 | 3.6 | |
GOOG | 1,482,566.4 | 3.5 | |
DAL | 19,443.3 | 3.5 | |
NEE | 150,166.4 | 3.4 | |
AN | 6,754.6 | 3.4 | |
AMZN | 1,092,997.8 | 3.4 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 34 | 11.6 |
(b) Individuals (high net worth individuals) | 59 | 179.9 |
(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 | 1.2 |
(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 | 430 | 192.7 |
By Discretionary | ||
Discretionary | 430 | 192.7 |
Non-Discretionary | 0 | 0.0 |
Total | 430 | 192.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 192.7 | |
Total | 430 | 192.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0002011014] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Thompson Capital Management LLC
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IL | 0.2 |
Timberchase Financial LLC
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|
AL | 0.2 |
O'Brien Investment Management LLC
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|
CA | 0.2 |
Atwater Wealth Management Inc
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|
MA | 0.2 |
Westhampton Capital LLC
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|
NC | 0.2 |
Thoma Capital Management LLC
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|
MD | 0.2 |
Invicta Advisors LLC
✚
|
PA | 0.2 |
Gray William Loyd Jr
✚
|
TN | 0.2 |
Ipsen Advisor Group LLC
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|
AR | 0.2 |
Daniel Investment Associates LLC
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|
CA | 0.2 |