Conscientia Family Office, LLC

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Client assets under management

$97,284,414

Clients

100% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$9,728,441

Client services

Portfolio management

Main office location

Conscientia Family Office, LLC

1395 Brickell Ave. Suite 690

Miami FL 33131, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 786-442-7378

Advisors at this firm

John R

CFA®, Series 63, Series 66

Miami, FL

Conscientia Family Office, LLC

John Roesset is a CFA® charterholder and financial advisor with 18 years of industry experience. He is currently with Conscientia Family Office, LLC and has previously worked at Greytown Advisors Inc., BigSur Wealth Management, LLC, and Citigroup Private Bank. In addition to his role at Conscientia, he owns and operates JRR Asset Management, LLC, where he manages alternative investments and provides financial advice. Conscientia Family Office serves clients with a supported advisory model, focusing on personalized family wealth management.

Cecilia B

Series 65

Miami, FL

Conscientia Family Office, LLC

Cecilia Brandileone is a financial advisor at Conscientia Family Office, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Big Sur Partners LLC for five years. Conscientia Family Office serves a select client base with a supported advisory model.

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