MINDFUL WEALTH LLC

5 Revere Drive
Suite 200
Northbrook, Illinois 60062
Tel: 312-953-9900

About MINDFUL WEALTH LLC

MINDFUL WEALTH LLC, formally registered with the SEC as MINDFUL WEALTH LLC. The firm was established in 04/07/2023. They have over 1 offices throughout the country.

MINDFUL WEALTH LLC is a Northbrook, Illinois based Financial Planning firm with nearly $132,866,323 assets under management, offering retirement planning & investment advisory services to 187 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297493
SEC#	801-127605
Assets Managed by Firm	$132,866,323
No. of Clients	187
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	187	$132,866,323
High net worth individuals	42	$132,866,323

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