A complete list of active advisors currently associated with Conscious Capital Wealth Management, LLC

Warmer can help you find a great advisor at Conscious Capital Wealth Management, LLC or one who fits your needs even better.

Conscious Capital Wealth Management provides financial planning (branded as Living Plans), portfolio management, model‑portfolio selection, consulting, and occasional seminars and workshops to individuals (including high‑net‑worth clients), trusts, charitable organizations, retirement accounts, and small businesses. As of its latest filing the firm manages roughly $131 million for about 200 clients and operates with a three‑adviser team, also distributing regular newsletters and offering insurance recommendations as a licensed insurance agency. The firm’s investment process blends a Living Plan workflow supported by eMoney with top‑down macro analysis and bottom‑up fundamental research to set asset allocation and select both third‑party and proprietary model portfolios; it may also use alternatives and instruments such as crypto, leveraged ETFs, options, and margin where appropriate. Conscious Capital charges asset‑based and, in some cases, performance‑based fees, uses third‑party platforms (including Pontera for held‑away participant accounts), and documents procedures to address side‑by‑side management and related conflicts. Noteworthy distinctions include a disclosed disciplinary consent order with a state securities regulator and recent expanded disclosures about outside business activities and affiliated alternative‑asset ventures, reflecting the firm’s roles in sponsoring or syndicating alternative investment opportunities and receiving marketing or referral compensation from third‑party managers. The combination of advisory services with periodic educational programs, a published monthly market letter, insurer licensing, and the firm’s involvement in alternative fund sponsorship are less common among peers and are disclosed as potential sources of conflict for clients to consider.

To learn more about the advisors currently working at Conscious Capital Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.