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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mindful Asset Planning LLC
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|---|---|
| CRD # | 113965 |
| SEC # | 801-80606 |
| CIK # | |
| AUM | $452.0 M (2025-03-28) |
| Employees | 19 (11% Investors, 0% Brokers) |
| Phone | 952-432-4666 |
| Address | 14530 Pennock Ave Apple Valley, MN 55124 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 358 | 452.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,223 | 452.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,223 | 452.0 |
| Total | 2,223 | 452.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 452.0 | |
| Total | 2,223 | 452.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Elyxium Wealth LLC
✚
|
CA | 0.5 |
|
Allred Capital Management LLC
✚
|
TX | 0.5 |
|
Osterweis Capital Management Inc
✚
|
CA | 0.5 |
|
Hutchens & Kramer Investment Management Group LLC
✚
|
IN | 0.5 |
|
Chase Investment Counsel Corporation
✚
|
VA | 0.5 |
|
Virtera Partners LLC
✚
|
OH | 0.5 |
|
Collective Family Office LLC
✚
|
PA | 0.5 |
|
Inlight Wealth Management LLC
✚
|
GA | 0.5 |
|
Ulland Investment Advisors LLC
✚
|
MN | 0.5 |
|
Financial Harvest LLC
✚
|
FL | 0.5 |