Conscious Capital Wealth Management, LLC
● SEC registered since 2020CRD 174670SEC# 801-119516Tampa, FL
Reg. AUM
$131.3M
Employees
5
Accounts
566
Location
Tampa, FL
Conscious Capital Wealth Management, LLC assets under management
Conscious Capital Wealth Management, LLC operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2020. It reports $131.3 million in regulatory assets under management and employs 5 people.
Conscious Capital Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lawrence Willard Ford Control | Chief Executive Officer, Cco | Over 75% | 2013 |
Frequently asked questions
How much does Conscious Capital Wealth Management, LLC manage?
Conscious Capital Wealth Management, LLC reports $131.3 million in regulatory assets under management on its Form ADV.
How many employees does Conscious Capital Wealth Management, LLC have?
Conscious Capital Wealth Management, LLC reports 5 employees.
Where is Conscious Capital Wealth Management, LLC located?
Conscious Capital Wealth Management, LLC is based in Tampa, FL and has been SEC-registered since 2020.
Does Conscious Capital Wealth Management, LLC disclose fund performance?
Conscious Capital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 601 S. Harbour Blvd, Suite 109, Tampa, FL 33602 |
| Phone | 860-659-8299 |
| Fax | 800-691-5517 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$131.3M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$131.3Mregulatory AUM
Discretionary $131.3M