Hedge Fund Database

CONSCIOUS WEALTH INVESTMENTS, LLC

Adviser information for CONSCIOUS WEALTH INVESTMENTS, LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 430 $192.7M
Non-Discretionary 0 $0
Total 430 $192.7M

Clients

Type Number RAUM
Individuals 34 $11.6M
HNW Individuals 59 $179.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $1.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-123510
SEC ERA File Number 801-123510
SEC CIK Numbers 2011014
SEC CRD Numbers 319143
Legal Entity Identifier None

Principal Office

227 MIRACLE MILE
SUITE #4
CORAL GABLES
FL
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: (305) 876-6903, Fax: None

Websites

www.youtube.com/channel/ucysvlohddujekxn13zeykna www.facebook.com/consciouswealth www.linkedin.com/company/theconsciouswealthcompany consciouswealth.com www.consciouswealthliving.com www.consciouswealthinvesting.com/ www.tiktok.com/@consciouswealth_ www.instagram.com/consciouswealth/

Chief Compliance Officer

BRANDON T. HATTON
PRESIDENT, CHIEF INVESTMENT OFFICER
227 MIRACLE MILE
SUITE #4
CORAL GABLES, FL
FL
United States
Tel: (305) 876-6903
(Full email address available in API data)

Regulatory Contact

JOHN P. FOSTER
CONSCIOUS WEALTH MANAGER
3372 PEACHTREE ROAD
SUITE 115
ATLANTA
MA
United States
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
Hatton, Brandon, T Individual – PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER 02/2022 > 75%

No. Employees, Historic

105020222023202420251 on 2/21/20221 on 4/8/20221 on 4/19/20221 on 5/10/20221 on 5/10/20221 on 5/12/20221 on 5/13/20221 on 6/10/20221 on 6/10/20221 on 6/20/20221 on 6/21/20223 on 7/6/20223 on 11/16/20223 on 12/1/20223 on 12/1/20223 on 3/17/20233 on 4/28/20233 on 5/1/20233 on 10/9/20233 on 12/8/20234 on 3/19/2024

RAUM, Historic

200M100M020222023202420250 on 2/21/20220 on 4/8/20220 on 4/19/20220 on 5/10/20220 on 5/10/20220 on 5/12/20220 on 5/13/20220 on 6/10/20220 on 6/10/20220 on 6/20/20220 on 6/21/2022141462696 on 7/6/2022141462696 on 11/16/2022141462696 on 12/1/2022141462696 on 12/1/2022162355432 on 3/17/2023162355432 on 4/28/2023162355432 on 5/1/2023162355432 on 10/9/2023162355432 on 12/8/2023192702234 on 3/19/2024

No. Clients, Historic

10050020222023202420250 on 2/21/20220 on 4/8/20220 on 4/19/20220 on 5/10/20220 on 5/10/20220 on 5/12/20220 on 5/13/20220 on 6/10/20220 on 6/10/20220 on 6/20/20220 on 6/21/202279 on 7/6/202279 on 11/16/202279 on 12/1/202279 on 12/1/202289 on 3/17/202389 on 4/28/202389 on 5/1/202389 on 10/9/202389 on 12/8/202393 on 3/19/2024

Holdings

From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 3M 25K –
ACCENTURE PLC IRELAND SHS CLASS A 3M 8K –
ADOBE INC COM 3M 5K –
AIR PRODS & CHEMS INC COM 3M 11K –
ALPHABET INC CAP STK CL C 4M 19K –
AMAZON COM INC COM 3M 18K –
AMERICAN CENTY ETF TR US SML CP VALU 326K 3K –
AMERICAN EXPRESS CO COM 4M 15K –
AMERICAN TOWER CORP NEW COM 3M 14K –
APPLE INC COM 496K 2K –
APPLIED MATLS INC COM 4M 17K –
ARCH CAP GROUP LTD ORD 3M 34K –
AUTONATION INC COM 3M 20K –
BLACKROCK INC COM 3M 3K –
BORGWARNER INC COM 3M 82K –
COCA COLA CO COM 623K 10K –
COPART INC COM 3M 57K –
DELTA AIR LINES INC DEL COM NEW 4M 80K –
DISNEY WALT CO COM 469K 5K –
EOG RES INC COM 3M 25K –
ESSEX PPTY TR INC COM 253K 869 –
HOME DEPOT INC COM 6M 17K –
INGREDION INC COM 3M 25K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 827K 5K –
ISHARES TR CORE TOTAL USD 6M 128K –
ISHARES TR MSCI KLD400 SOC 2M 17K –
ISHARES TR NATIONAL MUN ETF 769K 7K –
KLA CORP COM NEW 4M 5K Parnassus
MCDONALDS CORP COM 529K 2K –
MERCK & CO INC COM 3M 23K –
MICROSOFT CORP COM 3M 7K –
NETFLIX INC COM 4M 6K –
NEXTERA ENERGY INC COM 3M 47K –
NVIDIA CORPORATION COM 267K 2K –
PARKER-HANNIFIN CORP COM 3M 6K –
PEPSICO INC COM 2M 14K –
PFIZER INC COM 3M 101K –
SALESFORCE INC COM 3M 10K –
SCHWAB CHARLES CORP COM 3M 44K –
SELECT SECTOR SPDR TR TECHNOLOGY 9M 38K –
SERVICENOW INC COM 3M 4K –
SPDR S&P 500 ETF TR TR UNIT 14M 24K –
T-MOBILE US INC COM 3M 17K –
UNITED PARCEL SERVICE INC CL B 424K 3K –
UNITEDHEALTH GROUP INC COM 3M 5K –
VANGUARD MUN BD FDS TAX EXEMPT BD 814K 16K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 6M 68K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 369K 5K –