CONSCIOUS WEALTH INVESTMENTS, LLC
CRD #319143 SEC #801-123510 ATLANTA, GA (404) 826.7747
SEC Registered
Total AUM
$214.4M
Discretionary
$213.5M
Employees
8
Clients
0
Accounts
365
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $214.4M | $213.5M | $911.6K | 8 | 1 |
| Oct 2025 | $214.4M | $213.5M | $911.6K | 8 | 1 |
| Sep 2025 | $214.4M | $213.5M | $911.6K | 8 | 1 |
| Apr 2025 | $214.4M | $213.5M | $911.6K | 8 | 1 |
| Mar 2025 | $214.4M | $213.5M | $911.6K | 8 | 1 |
| Jul 2024 | $192.7M | $192.7M | $0 | 4 | 0 |
| Mar 2024 | $192.7M | $192.7M | $0 | 4 | 0 |
| Dec 2023 | $162.4M | $143.6M | $18.7M | 3 | 0 |
| Oct 2023 | $162.4M | $143.6M | $18.7M | 3 | 0 |
| May 2023 | $162.4M | $143.6M | $18.7M | 3 | 0 |
| Apr 2023 | $162.4M | $143.6M | $18.7M | 3 | 0 |
| Mar 2023 | $162.4M | $143.6M | $18.7M | 3 | 0 |
| Dec 2022 | $141.5M | $141.5M | $0 | 3 | 0 |
| Nov 2022 | $141.5M | $141.5M | $0 | 3 | 0 |
| Jul 2022 | $141.5M | $141.5M | $0 | 3 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| May 2022 | $0 | $0 | $0 | 1 | 0 |
| May 2022 | $0 | $0 | $0 | 1 | 0 |
| May 2022 | $0 | $0 | $0 | 1 | 0 |
| Apr 2022 | $0 | $0 | $0 | 1 | 0 |
| Apr 2022 | $0 | $0 | $0 | 1 | 0 |
| Feb 2022 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$214.4M
Discretionary$213.5M
Non-Disc.$911.6K
Employees8
Clients1
DateOct 2025
Total AUM$214.4M
Discretionary$213.5M
Non-Disc.$911.6K
Employees8
Clients1
DateSep 2025
Total AUM$214.4M
Discretionary$213.5M
Non-Disc.$911.6K
Employees8
Clients1
DateApr 2025
Total AUM$214.4M
Discretionary$213.5M
Non-Disc.$911.6K
Employees8
Clients1
DateMar 2025
Total AUM$214.4M
Discretionary$213.5M
Non-Disc.$911.6K
Employees8
Clients1
DateJul 2024
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$162.4M
Discretionary$143.6M
Non-Disc.$18.7M
Employees3
Clients0
DateOct 2023
Total AUM$162.4M
Discretionary$143.6M
Non-Disc.$18.7M
Employees3
Clients0
DateMay 2023
Total AUM$162.4M
Discretionary$143.6M
Non-Disc.$18.7M
Employees3
Clients0
DateApr 2023
Total AUM$162.4M
Discretionary$143.6M
Non-Disc.$18.7M
Employees3
Clients0
DateMar 2023
Total AUM$162.4M
Discretionary$143.6M
Non-Disc.$18.7M
Employees3
Clients0
DateDec 2022
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0