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MINDFUL ASSET PLANNING

MINDFUL ASSET PLANNING LLC

CRD 113965 · SEC 801-80606

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14530 PENNOCK AVE, APPLE VALLEY, MN, 55124, United States

Phone

952-432-4666

Fax

952-432-6705

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$529.5M

Discretionary AUM

$0

Team

22 total employees; 2 advisory reps; 372 broker-dealer reps

Clients

251-500

Fees

Hourly charges; Fixed fees; PERCENTAGE OF ASSETS SUPERVISED

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles372$529.5M

States served

AZ, MN, NE, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD