|
⚲
|
| Mindful Asset Planning LLC
✚
|
|
|---|---|
| CRD # | 113965 |
| SEC # | 801-80606 |
| CIK # | |
| AUM | $529.5 M (2026-04-01) |
| Employees | 22 (9% Investors, 0% Brokers) |
| Phone | 952-432-4666 |
| Address | 14530 Pennock Ave Apple Valley, MN 55124 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 372 | 529.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,256 | 529.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,256 | 529.5 |
| Total | 2,256 | 529.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 529.5 | |
| Total | 2,256 | 529.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Santa Barbara Mgmt LLC
✚
|
IL | 0.5 |
|
Matheson & Rock Wealth Management LLC
✚
|
IA | 0.5 |
|
Yarger Wealth Strategies LLC
✚
|
OH | 0.5 |
|
Barrett & Company Inc
✚
|
RI | 0.5 |
|
Benefit Fiduciary Group LLC
✚
|
VA | 0.5 |
|
COWA LLC
✚
|
OK | 0.5 |
|
Navigate Private Wealth LLC
✚
|
UT | 0.5 |
|
Orin Green Financial LLC
✚
|
CA | 0.5 |
|
Measured Wealth Private Client Group LLC
✚
|
NH | 0.5 |
|
BCR Wealth Strategies LLC
✚
|
AL | 0.5 |