LP Profile

Mindful Wealth

Also known as mindful wealth

Wealth ManagerNorthbrook, United StatesFounded 2018
$225M
Assets Under Management
Northbrook
Headquarters
Investment Focus

About Mindful Wealth

Mindful Wealth LLC is a Registered Investment Advisor founded on the core principle of being a fiduciary.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Mindful Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$225.3M
Total Clients
279
Filing Date
May 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Mindful Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Mindful Wealth?

Mindful Wealth is a wealth manager based in Northbrook, United States, managing approximately $225M in assets.

Where is Mindful Wealth headquartered?

Mindful Wealth is headquartered in Northbrook, United States.

How much does Mindful Wealth manage?

Mindful Wealth manages approximately $225M in assets under management.

When was Mindful Wealth founded?

Mindful Wealth was founded in 2018.

How can I contact Mindful Wealth?

Verified contact details, key decision-makers, and investment preferences for Mindful Wealth are available on LPbacked. Create a free account to access them.