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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-16-2017
- Office Locations
- 1
Office Locations
About Cwpim
CWPIM (Conscientious Wealth Planning & Investment Management) is a boutique Alpharetta, GA RIA providing holistic wealth planning and portfolio management integrating tax and estate strategy. Led by Ali Syed, the firm builds goal-aligned portfolios with a strong ETF tilt and custody options including Schwab and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 89.3% is discretionary and 10.7% is non-discretionary.
The firm reports 1 advisory representatives and 59 clients, or 59 clients per representative. That equates to $261.1K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on October 28, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
Ali Mohammad Syed
Chief Compliance Officer, MANAGING DIRECTOR, Managing Member, Vice President
- CRD
- #4166021
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,760,228 | -- |
| Non-Discretionary | $1,642,669 | -- |
| Total | $15,402,897 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cwpim has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.