Gregory Richard Berry
Investment adviser representative at Conscious Capital Wealth Management, LLC
11 yearsExperience
3 statesRegistered in
$131.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Conscious Capital Wealth Management, LLCJan 2022 to now
- Conscious CapitalJul 2019 to now
- Principium Investments LLCFeb 2017 to Jul 2019
- Impact Hub AssociationJan 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Conscious Capital Wealth Management, LLC
$131.3MAssets managed
207Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6819496
- Firm CRD
- 174670