# Cwpim

> Cwpim is a state-registered investment advisory firm in Alpharetta, GA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 28, 2025.

- CRD: 288024
- Filed as: CWPIM
- Legal name: Conscientious Wealth Planning and Investment Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: October 28, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288024
- AdvisorCensus page: https://advisorcensus.com/firm/cwpim-alpharetta-ga-288024

## Quick answers

**How is Cwpim compensated?**
On its Form ADV (Item 5.E, October 2026), Cwpim reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cwpim located?**
Cwpim's principal office is in Alpharetta, GA, according to its Form ADV.

**Is Cwpim registered with the SEC or a state?**
Cwpim is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288024.

**How much does Cwpim manage?**
Cwpim reports $15,402,897 in regulatory assets under management in its Form ADV filing dated October 28, 2025 (89% discretionary).

**What types of clients does Cwpim serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (25).

**Does Cwpim report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288024

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,402,897
- Discretionary: $13,760,228
- Non-discretionary: $1,642,669

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $2,473,928 |
| High net worth individuals | 29 | $12,928,969 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cwpim.com
- cwpim401k.com
- cwpimriskscore.com
- Facebook @CONSCIENTIOUSWAY
- LinkedIn @11799270

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cwpim (CRD 288024): Form ADV filing data as of October 2026.