Conscious Capital Wealth Management, Llc
- Regulatory AUM
- $131M
- Discretionary
- $131M
- Clients
- 207
- Avg AUM / client
- $634K
- Accounts
- 566
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 141 | $28.5M | 21.7% |
| High net worth individuals | 66 | $103M | 78.3% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawrence Willard Ford | Chief Executive Officer, Cco | Jul 2013 (13y) | 75% or more | |
| Michael Joseph Mancusi | Registered representative | Jan 2018 (9y) | ||
| Gregory Richard Berry | Registered representative | Jan 2022 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ON APRIL 25, 2019, MA ENTERED CONSENT ORDER ALLEGING THE FIRM AND ITS IARS SERVICED MORE THAN SIX CLIENTS WHO RESIDE IN MA WITHOUT REGISTRATION IN MA. MA IMPOSED ADMINISTRATIVE FINE OF $15,000. Status: Final Sanction Detail: MA IMPOSED ADMINISTRATIVE FINE OF $15,000. Summary: ON APRIL 25, 2019, MA ENTERED CONSENT ORDER ALLEGING THE FIRM AND ITS IARS SERVICED MORE THAN SIX CLIENTS WHO RESIDE IN MA WITHOUT REGISTRATION IN MA. MA IMPOSED ADMINISTRATIVE FINE OF $15,000.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
- • Other fees
- • %OF CLIENT ASSETS INVESTED IN MODEL PORTFOLIOS MANAGED BY OTHERS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $107M (82% of AUM) May 2026
- Folio Investments, Inc. $13.4M (11% of AUM) Oct 2024
- Assetmark Brokerage, Llc $5.8M (7% of AUM) Feb 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗