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CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

TAMPA, FL · CRD 174670 · IAPD ↗ · 860-659-8299

$131.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
13States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
November 2024 — CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
October 2024 — CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC moved its main office from WOODBURY, NY to TAMPA, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
May 2024 — CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.