# Conscious Capital Wealth Management, LLC

> Conscious Capital Wealth Management, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 174670
- Filed as: CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174670
- AdvisorCensus page: https://advisorcensus.com/firm/conscious-capital-wealth-management-llc-tampa-fl-174670

## Quick answers

**How is Conscious Capital Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Conscious Capital Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other.

**How much does Conscious Capital Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $650 to $5,000 (standard Living Plans); Hourly rate: $500 to $650 an hour (comprehensive advanced Living Plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Conscious Capital Wealth Management, LLC located?**
Conscious Capital Wealth Management, LLC's principal office is in Tampa, FL, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Conscious Capital Wealth Management, LLC registered with the SEC or a state?**
Conscious Capital Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 174670.

**How much does Conscious Capital Wealth Management, LLC manage?**
Conscious Capital Wealth Management, LLC reports $131,312,290 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary).

**How have Conscious Capital Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Conscious Capital Wealth Management, LLC: Regulatory assets under management: $79,969,717 in the October 2021 data and $131,312,290 in the October 2026 data, up 64%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Conscious Capital Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (66).

**Which custodians does Conscious Capital Wealth Management, LLC use?**
Conscious Capital Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does Conscious Capital Wealth Management, LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174670

**Does Conscious Capital Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "There is no account minimum."

**What changed in Conscious Capital Wealth Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in RI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> There is no account minimum.

- Flat fee: $650 to $5,000 (standard Living Plans)

> For standard Living Plans, the Firm charges a fixed fee that ranges from $650 to $5,000, depending on the Client’s circumstances, such as the amount of assets to be addressed by the plan

- Hourly rate: $500 to $650 an hour (comprehensive advanced Living Plan)

> A comprehensive advanced Living Plan is then developed specifically for the Client, when requested, at an hourly rate ranging from $500 to $650 per hour, based on the level of complexity

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $131,312,290
- Discretionary: $131,312,290
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 141 | $28,507,262 |
| High net worth individuals | 66 | $102,805,028 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, MA, MD, NH, NJ, NY, OH, RI, SC, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174670

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Boulder, CO
- Westport, CT

### Websites listed on Form ADV (Item 1.I)
- Facebook @consciouscapitalwm
- LinkedIn @conscious-capital-wealth-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $79,969,717 | 5 | September 10, 2021 |
| October 2022 | $89,460,498 | 5 | September 30, 2022 |
| October 2023 | $117,177,857 | 8 | September 28, 2023 |
| October 2024 | $116,649,124 | 7 | September 25, 2024 |
| October 2025 | $121,942,760 | 7 | June 24, 2025 |
| October 2026 | $131,312,290 | 5 | May 7, 2026 |

Regulatory assets under management: $79,969,717 in the October 2021 data and $131,312,290 in the October 2026 data, up 64%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in RI.

### April 2026
- Employees performing advisory functions went from 4 to 3.
- No longer lists an office in Tampa, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conscious Capital Wealth Management, LLC (CRD 174670): Form ADV filing data as of October 2026.