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| Keyboard |
| Mindful Wealth LLC
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|---|---|
| CRD # | 297493 |
| SEC # | 801-127605 |
| CIK # | |
| AUM | 225.3 M (2026-05-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 312-953-9900 |
| Address | 385 Park Avenue Glencoe, IL 60022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 57 | 225.3 |
| (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 | 279 | 225.3 |
| By Discretionary | ||
| Discretionary | 279 | 225.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 279 | 225.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.3 | |
| Total | 279 | 225.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Weis Advisory LLC
✚
|
IA | 225.6 M |
|
D'Arcy Capital Management LLC
✚
|
CA | 225.6 M |
|
Oceanis Financial Advisors Inc
✚
|
FL | 225.6 M |
|
Williams Capital Management Company
✚
|
IL | 225.6 M |
|
The Tenret Company LLC
✚
|
FL | 225.4 M |
|
Principium Investments LLC
✚
|
225.4 M | |
|
Apex Capital Management LLC
✚
|
LA | 225.2 M |
|
The Perspective Group LLC
✚
|
KS | 225.1 M |
|
Inman Jager Wealth Management LLC
✚
|
MS | 225.0 M |
|
Principia Wealth Advisory LLC
✚
|
TX | 225.0 M |