Gregory
Berry
Conscious Capital Wealth Management, LLC
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About this Advisor
Gregory Berry is a financial advisor based out of Boulder, Colorado with 4 years of industry experience. Berry is an advisor for Conscious Capital Wealth Management, LLC. Their career trajectory has included roles at Impact Hub Boulder, Impact Hub Association, Due Diligence, Principium Investments LLC and Conscious Capital. Berry holds a Series 65 license, designating them as an investment advisor representative, and can work in California, Colorado and Texas. Conscious Capital Wealth Management, LLC is a financial advisory business based out of Woodbury, NY. It has offices in four locations and just five employees. It handles $86 million in assets across its 846 client accounts, making it one of the smaller firms in the United States by assets under management. Of its 846 accounts, 15% are associated with high-net-worth clients who have more than $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Financial management fees largely are based on which services the firm provides the client. However, fees charged by Conscious Capital Wealth Management, LLC can be comprised of some blend of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Conscious Capital Wealth Management, LLC Brokerage Details
$85,471,977
5
846
$101,031
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Gregory Berry Work History
Gregory has been registered as a financial advisor for 4 years.*
Conscious Capital
Due Diligence
Principium Investments LLC
Impact Hub Association
Impact Hub Boulder
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Berry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Conscious Capital Wealth Management, LLC
Woodbury, NY
Woodbury, NY
Boulder, CO
Somerville, NJ
Somerville, NJ
Woodbury, NY
Woodbury, NY
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