Cwpim
26yrs
More experience than 74% of advisors nationwide
Cwpim
Alpharetta, GA. Legal name: Conscientious Wealth Planning and Investment Management, LLC
About the firm
A registered investment advisory firm based in Alpharetta, Georgia. It manages about $15.4 million for roughly 54 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$285,239
Assets under management ?$15.4 million
Individual clients54
Median years of experience26
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Cwpim
1Advisors
26Median years of experience
1States with offices
–Offices
Also known as
Conscientious Wealth Planning and Investment Management LLC · Conscientious Wealth Planning and Management, LLC · Conscientious Wealth Planning and Investment Management, LLC
About Cwpim
How do I contact Cwpim?
Call the main office at (770) 596-2692. The main office is at 2475 Northwinds Parkway Suite 200, Alpharetta, GA 30009.
How is Cwpim paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Cwpim offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Cwpim?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.