Overview
Assets Under Management: $133 million
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 44
Average Client Assets: $4 million
Frequently Asked Questions
MINDFUL WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297493), MINDFUL WEALTH LLC is subject to fiduciary duty under federal law.
MINDFUL WEALTH LLC is headquartered in NORTHBROOK, IL.
MINDFUL WEALTH LLC serves 44 high-net-worth clients according to their SEC filing dated September 12, 2024. View client details ↓
According to their SEC Form ADV, MINDFUL WEALTH LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MINDFUL WEALTH LLC manages $133 million in client assets according to their SEC filing dated September 12, 2024.
According to their SEC Form ADV, MINDFUL WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 187
Discretionary Accounts: 185
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 297493
Last Filing Date: 2024-09-12 00:00:00
Website: https://att.net