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| Conscious Wealth Investments LLC
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| CRD # | 319143 |
| SEC # | 801-123510 |
| CIK # | 0002011014 |
| AUM | 272.8 M (2026-06-08) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 404-826-7747 |
| Address | 901 Bernina Atlanta, GA 30307 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011014 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 6.7 | ||
| Nvidia Corp | 6.7 | ||
| Netflix Inc | 6.1 | ||
| Advanced Micro Devices Inc | 5.9 | ||
| Applied Materials Inc /DE | 5.5 | ||
| KLA Tencor Corp | 5.4 | ||
| Eaton Corp Ltd | 5.2 | ||
| Amazon Com Inc | 5.1 | ||
| Arista Networks Inc | 5.0 | ||
| Apple Inc | 4.7 | ||
| Alphabet Inc | 4.5 | ||
| YUM Brands Inc | 4.5 | ||
| Microsoft Corp | 4.5 | ||
| Palo Alto Networks Inc | 4.4 | ||
| Globus Medical Inc | 4.2 | ||
| AutoNation Inc | 4.2 | ||
| PepsiCo Inc | 4.0 | ||
| Copart Inc | 4.0 | ||
| EOG Resources Inc | 4.0 | ||
| Salesforce Com Inc | 4.0 | ||
| Pfizer Inc | 4.0 | ||
| Schwab Charles Corp | 3.9 | ||
| BlackRock Inc | 3.9 | ||
| Arch Capital Group Ltd | 3.8 | ||
| American Express Co | 3.7 | ||
| Lilly Eli & Co | 3.6 | ||
| Metropcs Communications Inc | 3.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 13.0 |
| (b) Individuals (high net worth individuals) | 69 | 258.0 |
| (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 | 1.8 |
| (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 | 475 | 272.8 |
| By Discretionary | ||
| Discretionary | 475 | 272.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 475 | 272.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.8 | |
| United States Persons | 263.0 | |
| Total | 475 | 272.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011014] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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