Conscious Wealth Investing

EST. AUM
$272,797,562

CONTACTS

CLIENT ACCOUNTS
475

Firm Details

Metro area Atlanta
CRD Number 319143
Website consciouswealth.com
Client types

Overview

Conscious Wealth Investing is founded by Brandon Hatton, an investment advisor dedicated to helping his clients live abundant, intentional lives. The company is comprised of a team of financial professionals who believe in the power of intention and how wealth management can be a tool for good. The firm operates as a purpose-driven wealth management practice that cultivates abundance, family harmony, and impact through intentional investing, legacy planning, and values-based wealth management. The firm offers investment advisory services to retail investors including wealth management, financial planning, and investment management, working closely with clients to identify investment goals, risk tolerance, and financial situation in order to develop a customized approach. The firm generally requires a minimum relationship size of $500,000, and asset-based fees for wealth management services range up to 1.00% annually.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Conscious Wealth Investing

Platform Details

Investment Preferences

Alternative Activity

Address

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