Conscious Wealth Investments, LLC logo

Conscious Wealth Investments, LLC

Updated today

Client assets under management

$270,965,674

Clients

115

60% high-net worth

Advisors

4

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

29

Low

Average account size

$2,356,223

About

Conscious Wealth Investments advises individuals, high net worth individuals, families, trusts, estates, and small businesses, generally requiring a minimum relationship size of $500,000 and managing approximately $272.8 million in discretionary assets for about 115 clients through a four-advisor team. The firm offers discretionary and non-discretionary wealth management and financial planning services, building portfolios from individual equities, ETFs, individual bonds and—when appropriate—mutual funds, options, private equity, venture capital, REITs, and closed-end funds.

The advisor’s process combines fundamental and technical analysis with a primarily long-term orientation, tailoring asset allocation and portfolio construction to each client’s goals, time horizon, and risk tolerance and selecting share classes to limit trading costs. The brochure discloses the use of options contracts and discusses leverage-related risks associated with certain investments, and it indicates the firm may implement derivative positions and strategies that involve borrowing or leverage in separately managed accounts.

Noteworthy for a team firm, Conscious Wealth explicitly addresses and may employ derivatives and borrowing within separately managed accounts—practices that are relatively uncommon among peers and that the firm frames as carrying additional risk. The firm also highlights philanthropic advisory capability through the CEO’s Chartered Advisor in Philanthropy designation, an institutional relationship with Raymond James that provides research and platform support, and disclosed insurance licensure among advisors that can result in separate commission-based insurance recommendations.

Client services

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing

Occupation focus

Founder/Business Owner

Demographic focus

HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

Financial planning fixed fee engagements negotiated per expected hours

Percentage

up to 1.00% annually (tiered and negotiable, reduced as assets increase)

Project-based

Financial planning services hourly fees up to $575 per hour

Other

Account minimum: $500,000 Fee-only: Wealth management fees based on assets under management; Financial planning fees offered hourly or fixed fee engagements

Main office location

Conscious Wealth Investments, LLC

901 Bernina, Apt 2

Atlanta GA 30307, United States

Number of offices

2

Most active in

California · Florida · Georgia · Idaho · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brandon H

Series 66

Atlanta, GA

Conscious Wealth Investments, LLC

Brandon Hatton is a financial advisor at Conscious Wealth Investments, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James & Associates, Bank of America, and Merrill Lynch. Outside of his advisory role, Hatton is the owner of Dropping Keys LLC, where he works as an author and speaker. Conscious Wealth Investments provides wealth management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm employs a long-term investment approach that integrates fundamental and technical analysis across a variety of asset types, including equities, ETFs, bonds, and alternative instruments.

Wealth management Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

Andrew O

Series 65

Atlanta, GA

Conscious Wealth Investments, LLC

Andrew Olsen is a financial advisor with Conscious Wealth Investments, LLC in Atlanta, GA, holding a Series 65 designation. He has held positions at several firms since 2020 and joined Conscious Wealth Investments in 2024. Outside of finance, he works as a freelance trumpet player. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning to individuals, families, trusts, estates, and small businesses. The firm manages portfolios using a combination of fundamental and technical analysis, incorporating equities, ETFs, bonds, and alternative instruments, and may employ margin and derivatives within separately managed accounts.

Wealth management Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

Rachel W

CFP®, Series 66

Atlanta, GA

Conscious Wealth Investments, LLC

Rachel Webster is a CFP® and holds a Series 66 license with 14 years of industry experience. She currently works at Conscious Wealth Investments, LLC and has previously been employed by Raymond James and Associates and Morgan Stanley. In addition to her advisory role, she is a licensed insurance agent in Atlanta, GA. Conscious Wealth Investments provides wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a long-term investment approach using fundamental and technical analysis and may utilize margin and derivatives within separately managed accounts.

Wealth management Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

John F

Series 66

Atlanta, GA

Conscious Wealth Investments, LLC

John Foster is a financial advisor at Conscious Wealth Investments, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Hatton Investments LLC and Raymond James & Associates, Inc. He also has prior experience at Crown Castle and Dunwoody Country Club. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis and may use margin borrowings and derivatives within separately managed accounts.

Wealth management Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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