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Conscious Capital Wealth Management, LLC

● SEC registered since 2020CRD 174670SEC# 801-119516Tampa, FL
Export (members)
Reg. AUM
$121.9M
Employees
7
Accounts
609
Location
Tampa, FL

Conscious Capital Wealth Management, LLC assets under management

Conscious Capital Wealth Management, LLC operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2020. It reports $121.9 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/conscious-capital-wealth-management-llcView on SEC.gov ↗

Conscious Capital Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Lawrence Willard Ford ControlChief Executive Officer, CcoOver 75%2013

Frequently asked questions

How much does Conscious Capital Wealth Management, LLC manage?

Conscious Capital Wealth Management, LLC reports $121.9 million in regulatory assets under management on its Form ADV.

How many employees does Conscious Capital Wealth Management, LLC have?

Conscious Capital Wealth Management, LLC reports 7 employees.

Where is Conscious Capital Wealth Management, LLC located?

Conscious Capital Wealth Management, LLC is based in Tampa, FL and has been SEC-registered since 2020.

Does Conscious Capital Wealth Management, LLC disclose fund performance?

Conscious Capital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address601 S. Harbour Blvd, Suite 109, Tampa, FL 33602
Phone860-659-8299
Fax800-691-5517
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$121.9M
Non-discretionary$0
Total (RAUM)$121.9M