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CONSCIOUS WEALTH INVESTMENTS, LLC

ATLANTA, GA · CRD 319143 · IAPD ↗ · consciouswealthinvesting.com · (404) 826.7747

$272.8MRegulatory AUM
4Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — CONSCIOUS WEALTH INVESTMENTS, LLC reported RAUM up 27% ($214.4M -> $272.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
March 2026 — CONSCIOUS WEALTH INVESTMENTS, LLC now reports custody of client assets ($100,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2026 — CONSCIOUS WEALTH INVESTMENTS, LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
January 2026 — CONSCIOUS WEALTH INVESTMENTS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
December 2025 — CONSCIOUS WEALTH INVESTMENTS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — CONSCIOUS WEALTH INVESTMENTS, LLC now reports custody of client assets ($200,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2024 — CONSCIOUS WEALTH INVESTMENTS, LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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