Atlanta, GA Bernina Office
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Conscious Wealth Investments, LLC
Supported
Firm-wide stats for Conscious Wealth Investments, LLC
About
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.
Based on Conscious Wealth Investments, LLC
Expertise
Based on Conscious Wealth Investments, LLC
Location
901 Bernina, Apt 2
Atlanta GA 30307
Advisors at this office
3
Advisors at this office
Brandon H
Series 66
Atlanta, GA
Conscious Wealth Investments, LLC
Brandon Hatton is a financial advisor at Conscious Wealth Investments, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James & Associates, Bank of America, and Merrill Lynch. Outside of his advisory role, Hatton is the owner of Dropping Keys LLC, where he works as an author and speaker. Conscious Wealth Investments provides wealth management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm employs a long-term investment approach that integrates fundamental and technical analysis across a variety of asset types, including equities, ETFs, bonds, and alternative instruments.
Clayborn P
Series 65
Atlanta, GA
Conscious Wealth Investments, LLC
Clayborn Pender is a Series 65-credentialed advisor at Conscious Wealth Investments, LLC in Atlanta, GA, with experience dating back to 2020. His professional background includes roles at RC Whatley & Co and the University of Georgia. Outside of his advisory work, he is involved with the Atlanta Track Club. Conscious Wealth Investments serves individuals, families, trusts, estates, and small businesses, managing approximately $272.8 million in discretionary assets. The firm employs a long-term, tailored investment approach that includes the use of derivatives and leverage strategies within separately managed accounts, combining fundamental and technical analysis to build diversified portfolios.
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 currently works at Conscious Wealth Investments, LLC and has previously been employed by Raymond James and Associates and Morgan Stanley. In addition to her advisory role, she is a licensed insurance agent in Atlanta, GA. Conscious Wealth Investments provides wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a long-term investment approach using fundamental and technical analysis and may utilize margin and derivatives within separately managed accounts.
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