$15.4M Total AUM
$13.8M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-16-2017
- Office Locations
- 1
Office Locations
8000 Avalon Blvd. Suite 100 Alpharetta GA
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.
Team overview
60 AVG AGE
$15.4M AVG AUM / ADVISOR
$261.1K AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Ali Mohammad Syed
Chief Compliance Officer, MANAGING DIRECTOR, Managing Member, Vice President
- CRD
- #4166021
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Other:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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