Wealth Conscious Management

EST. AUM
$320,000,000

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Firm Details

Metro area Los Angeles
CRD Number
Website wcmca.com
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Overview

Wealth Conscious Management was an independent wealth management and financial advisory firm focused on serving high-net-worth and ultra-high-net-worth individuals, entrepreneurs, and professionals in the entertainment industry. The firm provided comprehensive wealth management services including investment management, financial planning, tax strategy, estate planning, risk management, and multigenerational wealth preservation. Known for its specialized expertise in advising clients with complex, irregular, and contract-driven income streams, particularly in film, television, music, and media, the firm delivered highly personalized financial solutions designed to help clients build, manage, and preserve long-term wealth. In June 2026, Wealth Conscious Management joined Mariner, expanding its capabilities through access to a broader national wealth management platform while continuing to serve its established client base.

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

Wealth Conscious Management

Platform Details

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