SourcingSourcing

CONSCIOUS WEALTH INVESTMENTS, LLC

C21
CRD 319143·SEC 801-123510·ATLANTA, GA
AUM
$272.8M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$818K
@ 30% margin
Est. Deal Value
$6.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONSCIOUS WEALTH INVESTMENTS, LLC
CRD
319143
SEC file #
801-123510
EIN
882099050
DBA names
—

Economics

AUM
$272.8M
AUM band
$100M-$500M
AUM trajectory
'23'26
$141.5M → $272.8M▲ +93%
Client mix
Individuals High Net Worth69
Individuals Other46

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
2 advisors → 4 advisors▲ +100%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/10/2026
ADV-W filed at
—
Website
linkedin.com/company/theconsciouswealthcompany(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Hatton, Brandon, T
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Hatton, Brandon, T
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:conscious.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002011014
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-02-14
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001951757-26-000721

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4756
Soi Zip Pct 200k Plus
0.2613
Soi Zip Returns 200k Plus
2,780
Soi Zip Total AGI
2,141,108
Fdic Zip Total Deposits
10,168,089,000
Fdic Zip Branch Count
141
Fdic Zip Top Banks
Bank of America, National Association
SunTrust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
901 BERNINA AVEAPT 2ATLANTA, GA 30307
Business
227 MIRACLE MILESUITE #4CORAL GABLES, GA 33134
Edgar EIN
882099050
Edgar Recent Filings
13F-HR2026-04-23 · 0001951757-26-000721
13F-HR2026-02-13 · 0001951757-26-000436
Fdic Zip Branches Raw
NationsBank of Georgia, National AssociationAtlanta, GA
NationsBank of Georgia, National AssociationAtlanta, GA
Fdic Zip HHI
1995.32
Fdic Zip Top Bank Share Pct
35.04
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,688
Returns1,880
Stub 2
AGI52,141
Returns1,420
Stub 3
AGI80,699
Returns1,290
Soi Zip Total Business Income
49,666
Soi Zip Total Cap Gains
240,016
Soi Zip Total Dividends
95,918
Soi Zip Total Returns
10,640
Top Owner CRD
5603947
Trust Company Affiliate
No

People (4)

4
Hatton, Brandon, T
IAR · Direct Owner · 87.5%
5603947
Andrew Thomas Olsen
IAR
8069091
RACHEL MORGAN WEBSTER
IAR
5779285
John Patrick Foster
IAR
7316521