CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

601 S. Harbour Blvd
Suite 109
Tampa, Florida 33602
Tel: 475-241-6966

About CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC, formally registered with the SEC as CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC. The firm was established in 10/07/2020. They have over 4 offices throughout the country.

CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC is a Tampa, Florida based Financial Planning firm with nearly $116,649,124 assets under management, offering retirement planning & investment advisory services to 693 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174670
SEC#	801-119516
Assets Managed by Firm	$116,649,124
No. of Clients	693
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (%OF CLIENT ASSETS INVESTED IN MODEL PORTFOLIOS MANAGED BY OTHERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	693	$116,649,124
Individuals (other than high net worth individuals)	241	$59,202,402
High net worth individuals	45	$57,446,722

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