Mindful Wealth

Overview

Mindful Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family clients and some institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its billing options include a percentage-of-assets fee, hourly charges, and fixed fees. Mindful Wealth does not present itself as a capital allocator to third‑party managers, is not designated an active ESG investor, and is not marked as a multi‑state adviser on the available snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices