Mindful Millions Management Pllc

Overview

Mindful Millions Management Pllc operates as an independent registered investment adviser run by an individual owner and targets individual and family clients. The firm provides holistic advisory services that emphasize financial planning and portfolio management for individuals and small businesses. It also acts as a capital allocator, performs selection of third‑party advisers, and runs educational seminars and workshops for clients and prospects. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed fees, and other fee structures as needed. Mindful Millions is not positioned as an ESG‑focused manager and does not appear to operate across multiple states. Its service mix signals a boutique practice focused on personalized planning and manager selection rather than scale institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives