Conscious Capital Wealth Management, LLC

Conscious Capital Wealth Management, LLC (CRD# 174670) is a financial advisory firm headquartered in Glastonbury, CT. They manage $10,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $500,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Conscious Capital Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Corrin G. Burke
CRD#: 4165505
381 Hubbard Street, Suite 300, Glastonbury, CT 06033
96
Wealthminder
score

Corrin Burke (CRD# 4165505) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Glastonbury, CT and has over 16 years of experience in the finance industry. Corrin Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William D. Donaldson
CRD#: 2987253
381 Hubbard Street, Suite 300, Glastonbury, CT 06033
96
Wealthminder
score

William Donaldson (CRD# 2987253) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Glastonbury, CT and has over 18 years of experience in the finance industry. William Donaldson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Lawrence W. Ford
CRD#: 1988982
381 Hubbard Street, Suite 300, Glastonbury, CT 06033
93
Wealthminder
score

Lawrence Ford (CRD# 1988982) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Glastonbury, CT and has over 18 years of experience in the finance industry.

4
Andrea L. Wolfe
CRD#: 5104888
1587 Boston Post Road, Unit B8, Westbrook, CT 06498
93
Wealthminder
score

Andrea Wolfe (CRD# 5104888) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Westbrook, CT and has over 8 years of experience in the finance industry.

5
Charles M. Fetters
CRD#: 2614186
1587 Boston Post Road, Unit B8, Westbrook, CT 06498
83
Wealthminder
score

Charles Fetters (CRD# 2614186) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Westbrook, CT and has over 21 years of experience in the finance industry.

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