SEC Form ADV

MINDFUL ASSET PLANNING

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

Registered Investment AdviserMN
$529.5M
Assets Under Management
2,256
Total Clients
22
Employees
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Registration Details

Accession
CRD-113965
Location
APPLE VALLEY, MN
Filing Date
April 1, 2026
AUM
$529.5M
Total Clients
2,256
Institutional Clients
372
Employees
22
Amendment
No

Client Types

Pooled Investment Vehicles

About this Adviser

MINDFUL ASSET PLANNING is a registered investment adviser headquartered in APPLE VALLEY, MN, managing approximately $529.5M in assets across 2,256 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.