Form ADV Part 2A, also known as the Disclosure Brochure, provides an overview of Conscious Wealth Investments, LLC, its advisory services, business practices, fees, investment strategies, and potential conflicts of interest. It is designed to help current and prospective clients understand how the firm operates and the services it provides. The brochure also outlines the firm’s approach to investment management, risks, brokerage practices, and other important disclosures.
Since the last annual amendment filing on March 19, 2024, the Advisor has made two material updates. Financial Planning fees have been updated, and the Advisor has moved its primary office location to 426 Arnold St NE, Atlanta, GA 30308.
Form ADV Part 2B, also known as the Brochure Supplement, provides information about the background, education, business experience, and professional qualifications of the firm’s advisory personnel. It supplements the information provided in Part 2A and helps clients understand the individuals responsible for providing advisory services. The document also includes disclosures regarding disciplinary history, other business activities, additional compensation, and supervision.
Part 2B does not identify any specific material changes. The Brochure Supplement provides current information about each advisory person’s education, business experience, disciplinary history, other business activities, compensation, and supervision.
