![]() The matching tool does not includeĪll available advisors and firms and matches based on specific criteria (investable assets, Match you with the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not ![]() SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. Please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. If you want your profile removed temporarily or permanently, ![]() We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. Fee types charged by Conscious Capital Wealth Management, LLC may include some blend of asset-based, hourly, fixed, performance-based and other fees. The advisory 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.įees for financial advice usually vary depending on which service is offered. Of its 846 customer accounts, 15% are held by high-net-worth clients who have more than $1 million in investable assets. It administers $86 million in assets across its 846 accounts, placing it among the smaller financial advisory firms in the nation by assets under management. The investment advisory business has offices in four locations and just five people on staff. Wilde holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to serve investors in New Jersey.Ĭonscious Capital Wealth Management, LLC is a company that has its headquarters in Woodbury, NY. Over the course of their career, they have held roles at Ubs Financial Services Inc, Wilde Capital Management, LLC, Cirrus Research LLC, Conscious Capital and N/A. Wilde currently works for Conscious Capital Wealth Management, LLC. Douglas Wilde is a financial advisor who works in Somerville, New Jersey with a total of 3 years of relevant experience.
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