{ "crd_number": 319143, "slug": "conscious-wealth-investments-llc-atlanta-ga-319143", "primary_business_name": "CONSCIOUS WEALTH INVESTMENTS, LLC", "legal_name": "CONSCIOUS WEALTH INVESTMENTS, LLC", "dbas": [ "CONSCIOUS WEALTH? MANAGEMENT", "HATTON INVESTMENTS" ], "city": "Atlanta", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-03-24", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-06-08", "carried_forward": false, "raum_total": 272797562.0, "raum_discretionary": 272797562.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 7, "advisory_employees": 4, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 1831888.0, "count": null, "fewer_than_5": true }, "individuals": { "raum": 12970043.0, "count": 46 }, "high_net_worth_individuals": { "raum": 257995631.0, "count": 69 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "FL", "GA", "ID", "LA", "TX" ], "websites": [ "https://consciouswealth.com", "https://consciouswealthinvesting.com", "https://facebook.com/consciouswealth", "https://instagram.com/consciouswealth", "https://linkedin.com/company/theconsciouswealthcompany", "https://tiktok.com/@consciouswealth_", "https://youtube.com/channel/UCysvlohDDuJEKXn13zeYKnA" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319143", "city_as_filed": "ATLANTA", "url": "https://advisorcensus.com/firm/conscious-wealth-investments-llc-atlanta-ga-319143", "display_name": "Conscious Wealth Investments, LLC", "summary": "Conscious Wealth Investments, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.", "citation": "AdvisorCensus. Conscious Wealth Investments, LLC (CRD 319143): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Conscious Wealth Investments, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Conscious Wealth Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "How much does Conscious Wealth Investments, LLC charge?", "a": "Its Form ADV Part 2A brochure dated February 10, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states); Hourly rate: $575 an hour (standalone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Conscious Wealth Investments, LLC located?", "a": "Conscious Wealth Investments, LLC's principal office is in Atlanta, GA, according to its Form ADV." }, { "q": "Is Conscious Wealth Investments, LLC registered with the SEC or a state?", "a": "Conscious Wealth Investments, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319143." }, { "q": "How much does Conscious Wealth Investments, LLC manage?", "a": "Conscious Wealth Investments, LLC reports $272,797,562 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary)." }, { "q": "How have Conscious Wealth Investments, LLC's assets and staff changed since 2022?", "a": "In the Form ADV data for Conscious Wealth Investments, LLC: Regulatory assets under management: $141,462,696 in the October 2022 data and $272,797,562 in the October 2026 data, up 93%. Total employees: 3 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Conscious Wealth Investments, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (69); individuals (other than high net worth individuals) (46)." }, { "q": "Which custodians does Conscious Wealth Investments, LLC use?", "a": "Conscious Wealth Investments, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Conscious Wealth Investments, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319143" }, { "q": "Does Conscious Wealth Investments, LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated February 10, 2026 says: \"Conscious Wealth Investments generally requires a minimum relationship size of $500,000, which may be reduced at its sole discretion.\"" }, { "q": "What changed in Conscious Wealth Investments, LLC's recent Form ADV filings?", "a": "In the March 2026 filing data: Regulatory assets under management went from $214,411,725 to $272,797,562 (+27%). No longer lists an office in Atlanta, GA." } ], "filing_history": [ { "period": "2022-10-01", "regulatory_assets_under_management": 141462696.0, "total_employees": 3, "filing_date": "2022-07-06" }, { "period": "2023-10-01", "regulatory_assets_under_management": 162355432.0, "total_employees": 3, "filing_date": "2023-05-01" }, { "period": "2024-10-01", "regulatory_assets_under_management": 192702234.0, "total_employees": 4, "filing_date": "2024-07-02" }, { "period": "2025-10-01", "regulatory_assets_under_management": 214411725.0, "total_employees": 8, "filing_date": "2025-04-04" }, { "period": "2026-10-01", "regulatory_assets_under_management": 272797562.0, "total_employees": 7, "filing_date": "2026-06-08" } ], "recent_changes": [ { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Regulatory assets under management went from $214,411,725 to $272,797,562 (+27%).", "No longer lists an office in Atlanta, GA." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Employees performing advisory functions went from 3 to 4." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Registered or notice-filed in TX." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated February 10, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": "1% of assets a year", "account_minimum": "$500,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "planning_fees": [ "Hourly rate: $575 an hour (standalone financial planning services)" ], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)" ], "quotes": [ "Fees generally range up to 1.00% annually based on several factors, including the scope and complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor." ] }, { "label": "Account minimum", "statements": [ "Account minimum: $500,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "Conscious Wealth Investments generally requires a minimum relationship size of $500,000, which may be reduced at its sole discretion." ] }, { "label": "Planning fee", "statements": [ "Hourly rate: $575 an hour (standalone financial planning services)" ], "quotes": [ "Hourly fees range up to $575 per hour. Fixed fee engagements are negotiated based on the expected number of hours to complete the engagement as the Advisor’s hourly rate." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": 1.0, "account_minimum": 500000.0, "minimum_annual_fee": null, "planning": [ { "kind": "hourly", "amount": 575.0, "min": null, "max": null, "period": "hour", "service": "standalone financial planning services" } ] }, "quotes": [ "Fees generally range up to 1.00% annually based on several factors, including the scope and complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.", "Conscious Wealth Investments generally requires a minimum relationship size of $500,000, which may be reduced at its sole discretion.", "Hourly fees range up to $575 per hour. Fixed fee engagements are negotiated based on the expected number of hours to complete the engagement as the Advisor’s hourly rate." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Raymond James & Associates, Inc.", "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/conscious-wealth-investments-llc-atlanta-ga-319143.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 46, "fewer_than_5": false, "raum": 12970043.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 69, "fewer_than_5": false, "raum": 257995631.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 1831888.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319143", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }