Conscious Wealth Investments LLC

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Assets, Funds, Holdings

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Conscious Wealth Investments LLC
CRD #319143
SEC #801-123510
CIK #0002011014
AUM $192.7 MM (2024-07-02)
Employees 4 (50% Investors, 0% Brokers)
Phone305-876-6903
Address227 Miracle Mile
Coral Gables, FL 33134
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
200160120804002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
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 ($MM)
14011284562802023202320242025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0002011014]
Comparable Firms State AUM ($BB)
Thompson Capital Management LLC
IL 0.2
Timberchase Financial LLC
AL 0.2
O'Brien Investment Management LLC
CA 0.2
Atwater Wealth Management Inc
MA 0.2
Westhampton Capital LLC
NC 0.2
Thoma Capital Management LLC
MD 0.2
Invicta Advisors LLC
PA 0.2
Gray William Loyd Jr
TN 0.2
Ipsen Advisor Group LLC
AR 0.2
Daniel Investment Associates LLC
CA 0.2
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