CRD: 174670
Conscious Capital Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-09-2015
- Office Locations
- 2
Office Locations
About Conscious Capital Wealth Management, LLC
Conscious Capital Wealth Management provides comprehensive whole-wealth planning and responsible, values-aligned investing for clients ranging from family offices to wealth creators. The firm emphasizes a centralized, team-based advisory model and collaborates with conscientious clients alongside multi-discipline coaches and other financial advisors. Custody includes Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAWRENCE WILLARD FORD
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #1988982
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Gregory Richard Berry
--
- CRD
- #6819496
MICHAEL JOSEPH MANCUSI
Wealth Manager
- CRD
- #4476369
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,312,290 | $232,001 |
| Non-Discretionary | $0 | -- |
| Total | $131,312,290 | $232,001 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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