Mindful Millions Management Pllc

Overview

Mindful Millions Management Pllc is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm operates as a capital allocator: its advisory work combines direct management of client portfolios with selection of third‑party managers and occasional educational workshops. Advisory services listed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and seminars — a service set that suggests the firm blends hands‑on portfolio oversight with outsourced specialist relationships when needed. Investment activity is heavily equity‑tilted: exchange‑traded equities are the dominant holding across client accounts. The firm does not self‑identify as an active ESG investor and is structured around a single primary client relationship, which allows a high degree of customization. Fee arrangements are flexible — percentage of AUM, hourly and fixed fees are used — permitting project work, ongoing management, or blended engagements depending on client needs.

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Location & Offices