SEC Form ADV

MINDFUL WEALTH LLC

Firm profile: Mindful Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL

$225.3M

Assets Under Management

279

Total Clients

Employees

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Registration Details

Accession: CRD-297493
Location: GLENCOE, IL
Filing Date: May 27, 2026
AUM: $225.3M
Total Clients: 279
Employees: 1
Amendment: No
SEC EDGAR: View original filing →

Client Types

HNW Individuals

About this Adviser

MINDFUL WEALTH LLC is a registered investment adviser headquartered in GLENCOE, IL, managing approximately $225.3M in assets across 279 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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