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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

CRD 174670

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:659f03d0-3632-a1e4-b3c8-b6ec8b895663

Data as of May 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 7
On other graphs: 0
Observed: Aug 24, 2020 to May 7, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $131MItem 5.F on the latest filing (2026-05-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $131M
Private client RAUM: $131MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $43.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 566
Individual clients: 141
High net worth clients: 66
SEC number: 801-119516
CRD: 174670
Filings on the tape: 33
First filed: Aug 24, 2020
Latest filed: May 7, 2026
Organised: Limited Liability Company, CT

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAWRENCE WILLARD FORD	n/a	TAMPA, FL	11	37	3	no
MICHAEL JOSEPH MANCUSI	n/a	TAMPA, FL \| WESTPORT, CT	8	25	2	yes
Gregory Richard Berry	n/a	Boulder, CO \| TAMPA, FL	4	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FORD, LAWRENCE, WILLARD	CHIEF EXECUTIVE OFFICER, CCO	E	yes	07/2013	Aug 24, 2020	Oct 2, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Boulder	Co	United States	1	no
Westport	Ct	United States	1	yes
Tampa	FL	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$131M	$131M	5	3	2	n/a	n/a
2024	Mar 26, 2025	$122M	$122M	7	4	3	n/a	n/a
2023	Mar 22, 2024	$117M	$117M	9	6	4	n/a	n/a
2022	Mar 29, 2023	$85.5M	$85.5M	5	5	4	n/a	n/a
2021	Mar 25, 2022	$89.5M	$89.4M	5	5	5	n/a	n/a
2020	Mar 31, 2021	$80.0M	$79.8M	6	6	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	33.3%	0	0	0	0	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$131M	$122M	7.7%	$85.5M	15.4%	5	7	2	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WILDE CAPITAL MANAGEMENT, LLC	2	Jan 5, 2024	Mar 19, 2021	TAMPA, FL	Team lift out	Other	25.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
J. W. COLE ADVISORS, INC.	3	Mar 8, 2016	Mar 8, 2016	TAMPA, FL	Team lift out	Other	1.9%

Relationships

Registered with (11)

← Gregory Richard BerryAdvisorregistration: current employment
Jan 28, 2022 to presentfactForm ADV
← MICHAEL JOSEPH MANCUSIAdvisorregistration: current employment
Jan 3, 2018 to presentfactForm ADV
← LAWRENCE WILLARD FORDAdvisorregistration: current employment
Jun 9, 2015 to presentfactForm ADV
← THOMAS WILLIAM MCAULIFFEAdvisorregistration: previous registration
May 5, 2023 to Sep 30, 2025factForm ADV
← ANDREA LEE WOLFEAdvisorregistration: previous registration
Mar 8, 2016 to May 17, 2024factForm ADV
← CHARLES MARION FETTERSAdvisorregistration: previous registration
Mar 8, 2016 to Apr 10, 2024factForm ADV
← DOUGLAS MEYER WILDEAdvisorregistration: previous registration
Dec 14, 2020 to Jan 5, 2024factForm ADV
← MARK DANIEL SLOSSAdvisorregistration: previous registration
Dec 14, 2020 to Jan 5, 2024factForm ADV
← STEVEN MARK MARANTZAdvisorregistration: previous registration
Aug 24, 2017 to Oct 26, 2020factForm ADV
← WILLIAM DONALD DONALDSONAdvisorregistration: previous registration
Jun 9, 2015 to Dec 6, 2017factForm ADV
← CORRIN GIBBS BURKEAdvisorregistration: previous registration
Mar 8, 2016 to Mar 15, 2017factForm ADV

Controls (1)

← FORD, LAWRENCE, WILLARDOwnerCHIEF EXECUTIVE OFFICER, CCO, ownership code E, individual
Aug 24, 2020 to Oct 2, 2024factForm ADV

Moved with (1)

← J. W. COLE ADVISORS, INC.Registered adviser3 advisors, team lift out, same day
Mar 8, 2016 to Mar 8, 2016factForm ADV

Dated events

Occurred
Sep 30, 2025
Advisor changed firm
Thomas William Mcauliffe left Conscious Capital Wealth Management, Llc for American Money Management, Llc (registered 2025-10-05)
Form ADVobserved 6 days ago
Occurred
May 17, 2024
Advisor changed firm
Andrea Lee Wolfe left Conscious Capital Wealth Management, Llc for Gateway Wealth Partners, Llc (registered 2024-03-18)
Form ADVobserved 6 days ago
Occurred
Apr 10, 2024
Advisor changed firm
Charles Marion Fetters left Conscious Capital Wealth Management, Llc for Gateway Wealth Partners, Llc (registered 2024-03-19)
Form ADVobserved 6 days ago
Occurred
Jan 5, 2024
Team lift-out
2 advisors left Conscious Capital Wealth Management, LLC (Tampa, FL) for Wilde Capital Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 5, 2024
Advisor changed firm
Mark Daniel Sloss left Conscious Capital Wealth Management, Llc for Wilde Capital Management, Llc (registered 2021-03-19)
Form ADVobserved 6 days ago
Occurred
Jan 5, 2024
Advisor changed firm
Douglas Meyer Wilde left Conscious Capital Wealth Management, Llc for Wilde Capital Management, Llc (registered 2021-03-19)
Form ADVobserved 6 days ago
Occurred
Aug 24, 2020
First Form ADV filing
Conscious Capital Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:659f03d0-3632-a1e4-b3c8-b6ec8b895663
First observed: Aug 24, 2020
Last observed: May 7, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

CRD 174670

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:659f03d0-3632-a1e4-b3c8-b6ec8b895663

Data as of May 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAWRENCE WILLARD FORD

n/a

TAMPA, FL

MICHAEL JOSEPH MANCUSI

n/a

TAMPA, FL | WESTPORT, CT

yes

Gregory Richard Berry

n/a

Boulder, CO | TAMPA, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FORD, LAWRENCE, WILLARD

CHIEF EXECUTIVE OFFICER, CCO

yes

07/2013

Aug 24, 2020

Oct 2, 2024

City

State

Country

Employees

Also broker-dealer

Boulder

United States

Westport

United States

yes

Tampa

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$131M

n/a

2024

Mar 26, 2025

$122M

n/a

2023

Mar 22, 2024

$117M

n/a

2022

Mar 29, 2023

$85.5M

n/a

2021

Mar 25, 2022

$89.5M

$89.4M

n/a

2020

Mar 31, 2021

$80.0M

$79.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$131M

$122M

7.7%

$85.5M

15.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WILDE CAPITAL MANAGEMENT, LLC

Jan 5, 2024

Mar 19, 2021

TAMPA, FL

Team lift out

Other

25.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

J. W. COLE ADVISORS, INC.

Mar 8, 2016

TAMPA, FL

Team lift out

Other

1.9%