Conscious Wealth Investments, LLC logo

Conscious Wealth Investments, LLC

Updated today

Client AUM

$270,965,674

Clients

115

Advisors

5

across 2 offices

About

Conscious Wealth Investments provides discretionary and non‑discretionary wealth management and financial planning to individuals, high‑net‑worth clients, families, trusts, estates, and small businesses. The firm typically works with relationships at or above a $500,000 minimum and delivers portfolio management alongside standalone or integrated financial planning engagements.

The Adviser describes a primarily long‑term investment approach that uses both fundamental and technical analysis to construct customized portfolios of individual equities, ETFs, bonds and, where appropriate, mutual funds, REITs, closed‑end funds, private equity and other alternatives. The brochure specifically notes the use of options contracts (and discusses the attendant risks) and describes portfolio construction, rebalancing, and share‑class selection to manage costs and tax considerations.

Noteworthy distinctions include the firm’s willingness to include derivative strategies and investments that involve leverage: the disclosure discusses options and also identifies closed‑end funds and alternative vehicles that typically employ borrowing or leverage. Conscious Wealth Investments also highlights philanthropic planning expertise (the chief investment officer holds a Chartered Advisor in Philanthropy designation) and an institutional platform relationship with Raymond James that provides research, technology and other support to the Adviser.

Client services

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management

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Fee options

Fixed

Fixed fee financial planning engagements negotiated based on expected hours

Percentage

up to 1.00% annually (tiered rates are negotiable and reduced as assets increase)

Project-based

Up to $575 per hour for financial planning services

Other

Account minimum: $500,000 Fee-only: Hourly fees up to $575 per hour; Fixed fee engagements negotiated based on expected hours

Main office

See office

901 Bernina, Apt 2

Atlanta GA 30307

Advisors at this office

3

Most active in

California · Florida · Georgia · Idaho · Louisiana · Texas

Also doing business as

Conscious Wealth Investing, LLC · Conscious Wealth Investments, LLC · Conscious Wealth® Management · Hattan Group LLC · Hatton Group LLC · Hatton Investments · Hatton Investments LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brandon H

Series 66

Atlanta, GA

Conscious Wealth Investments, LLC

Brandon Hatton is a financial advisor with Conscious Wealth Investments, LLC in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Merrill, Bank of America, Raymond James, and currently leads Hatton Investments LLC. Outside of his advisory role, Hatton is the owner and proprietor of Dropping Keys LLC, where he is an author and speaker. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses, typically working with relationships at or above $500,000. The firm employs a long-term investment approach combining fundamental and technical analysis, offering customized portfolios that may include equities, ETFs, bonds, mutual funds, REITs, closed-end funds, private equity, and derivative strategies.

Wealth management Active portfolio management
user avatar

Andrew O

Series 65

Atlanta, GA

Conscious Wealth Investments, LLC

Andrew Olsen is a financial advisor at Conscious Wealth Investments, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at LCG Associates Inc, Henssler Financial, and United Parcel Service. Outside of finance, he works as a freelance trumpet player. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning to individuals, families, trusts, estates, and small businesses, typically serving clients with portfolios at or above $500,000. The firm employs a long-term investment approach that incorporates fundamental and technical analysis, offering customized portfolios including equities, ETFs, bonds, and alternative investments such as options and private equity.

Wealth management Active portfolio management
user avatar

Clayborn P

Series 65

Atlanta, GA

Conscious Wealth Investments, LLC

Clayborn Pender is a Series 65-licensed advisor with Conscious Wealth Investments, LLC, based in Atlanta, GA. He has been with the firm since 2023 and has prior experience with RC Whatley & Co and the University of Georgia. Outside of his advisory role, he has been involved with the Atlanta Track Club. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build customized portfolios that may include equities, ETFs, bonds, alternatives, and options strategies.

Wealth management Active portfolio management
user avatar

Rachel W

CFP®, Series 66

Atlanta, GA

Conscious Wealth Investments, LLC

Rachel Webster is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has worked at Conscious Wealth Investments, LLC since 2026, following five years at Raymond James and Associates and multiple years at Morgan Stanley. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation in Atlanta. Conscious Wealth Investments, LLC provides discretionary and non-discretionary wealth management and financial planning primarily to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a long-term investment approach that incorporates fundamental and technical analysis to build customized portfolios including equities, ETFs, bonds, and alternative investments, with an emphasis on cost and tax management and the use of derivative strategies.

Wealth management Active portfolio management
user avatar

John F

Series 66

Atlanta, GA

Conscious Wealth Investments, LLC

John Foster is an advisor at Conscious Wealth Investments, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Hatton Investments LLC and Raymond James & Associates, Inc. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning to individuals, families, trusts, estates, and small businesses, typically serving clients with portfolios above $500,000. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build customized portfolios that may include equities, ETFs, bonds, and alternative investments, as well as derivative strategies.

Wealth management Active portfolio management
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