Gregory Richard Berry
Investment Adviser Representative at Conscious Capital Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gregory Richard Berry is an investment adviser representative with Conscious Capital Wealth Management, LLC in Boulder, CO, where they have been registered since 2019. They have worked in the securities industry since 2017 and were previously registered with Principium Investments LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California, Colorado, and Texas.
Registrations & licenses
- Investment adviser:
- California, Colorado, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Impact Hub AssociationJan 2015 – Dec 2016Vienna
- Principium Investments LLCFeb 2017 – Jul 2019Boulder, CO
- Conscious CapitalJul 2019 – no end date reportedBoulder, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Conscious Capital Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Estimated blended rate
- 0.0135
- $0 to $100,0001.35%
- Next $100,001-$250,0001.25%
- Next $250,001-$500,0001.15%
- Next $500,001-$5,000,0001.00%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Tampa, FL
- SEC file number:
- 801-119516
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 7, 2026
View full firm profileOther advisors at Conscious Capital Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Richard Berry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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