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

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

Conscious Wealth Investments advises individuals, high net worth individuals, families, trusts, estates, and small businesses, generally requiring a minimum relationship size of $500,000 and managing approximately $272.8 million in discretionary assets for about 115 clients through a four-advisor team. The firm offers discretionary and non-discretionary wealth management and financial planning services, building portfolios from individual equities, ETFs, individual bonds and—when appropriate—mutual funds, options, private equity, venture capital, REITs, and closed-end funds. The advisor’s process combines fundamental and technical analysis with a primarily long-term orientation, tailoring asset allocation and portfolio construction to each client’s goals, time horizon, and risk tolerance and selecting share classes to limit trading costs. The brochure discloses the use of options contracts and discusses leverage-related risks associated with certain investments, and it indicates the firm may implement derivative positions and strategies that involve borrowing or leverage in separately managed accounts. Noteworthy for a team firm, Conscious Wealth explicitly addresses and may employ derivatives and borrowing within separately managed accounts—practices that are relatively uncommon among peers and that the firm frames as carrying additional risk. The firm also highlights philanthropic advisory capability through the CEO’s Chartered Advisor in Philanthropy designation, an institutional relationship with Raymond James that provides research and platform support, and disclosed insurance licensure among advisors that can result in separate commission-based insurance recommendations.

To learn more about the advisors currently working at Conscious Wealth Investments, 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.