Mindful Wealth LLC

Overview

Mindful Wealth LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm is owner-operated and positions itself as a capital allocator for individual and family clients, offering fee arrangements that include both a percentage of assets under management and fixed fees. Core advisory services are financial planning, portfolio management for individuals and small businesses, and selection of external advisers. The firm does not classify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices