CONSCIOUS WEALTH INVESTMENTS, LLC

227 Miracle Mile
Suite #4
Coral Gables, Florida 33134
Tel: (305) 876-6903

About CONSCIOUS WEALTH INVESTMENTS, LLC

CONSCIOUS WEALTH INVESTMENTS, LLC, formally registered with the SEC as CONSCIOUS WEALTH INVESTMENTS, LLC. The firm was established in 03/24/2022. They have over 2 offices throughout the country.

CONSCIOUS WEALTH INVESTMENTS, LLC is a Coral Gables, Florida based Financial Planning firm with nearly $192,702,234 assets under management, offering retirement planning & investment advisory services to 430 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319143
SEC#	801-123510
Assets Managed by Firm	$192,702,234
No. of Clients	430
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	430	$192,702,234
Individuals (other than high net worth individuals)	34	$11,558,975
High net worth individuals	59	$179,894,831
Charitable organizations	Fewer than 5 clients	$1,248,428

More Retirement Planning firms in Coral Gables, Florida:

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CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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