Falists
← Back to search

MINDFUL WEALTH LLC

CRD 297493 · SEC 801-127605

Visit website

385 PARK AVENUE, 200, GLENCOE, IL, 60022, United States

Phone

312-953-9900

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$225.3M

Discretionary AUM

$225.3M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals57$225.3M

States served

IL, LA, MI

All web addresses on file

Official SEC filing: View on IAPD