Conscious Capital Wealth Management, LLC

Conscious Capital Wealth Management, LLC (CRD# 174670) is a financial advisory firm headquartered in Tampa, FL. They manage $116,649,124 in 693 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
601 S. Harbour Blvd, Suite 109, Tampa, FL 33602
https://www.linkedin.com/company/conscious-capital-wealth-management-llc
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    693
    ACCOUNTS
  • Average Account Value
    $168,325
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MA, MD, NJ, NY, OH, TX

Financial Advisors at Conscious Capital Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Gregory Berry, financial advisor Boulder CO
Gregory R. Berry
CRD#: 6819496
885 Arapahoe Ave, Boulder, CO 80302

Gregory Berry (CRD# 6819496) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Boulder, CO and has over 6 years of experience in the finance industry.

2
Lawrence Ford, financial advisor Tampa FL
Lawrence W. Ford
CRD#: 1988982
601 S. Harbour Blvd, Suite 109, Tampa, FL 33602

Lawrence Ford (CRD# 1988982) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Tampa, FL and has over 25 years of experience in the finance industry.

3
Michael Mancusi, financial advisor Tampa FL
Michael J. Mancusi
CRD#: 4476369
601 S. Harbour Blvd, Suite 109, Tampa, FL 33602

Michael Mancusi (CRD# 4476369) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Tampa, FL and has over 22 years of experience in the finance industry.

4
Thomas McAuliffe, financial advisor Tampa FL
Thomas W. McAuliffe
CRD#: 1556918
601 S. Harbour Blvd, Suite 109, Tampa, FL 33602

Thomas McAuliffe (CRD# 1556918) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Tampa, FL and has over 37 years of experience in the finance industry.

5
Andrea Wolfe, financial advisor Tampa FL
Andrea L. Wolfe
CRD#: 5104888
601 S. Harbour Blvd, Suite 109, Tampa, FL 33602

Andrea Wolfe (CRD# 5104888) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Tampa, FL and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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