MINDFUL ASSET PLANNING LLC
Legal name: MINDFUL ASSET PLANNING
CRD #113965 SEC #801-80606 APPLE VALLEY, MN 952-432-4666
SEC Registered
Total AUM
$452M
Discretionary
$0
Employees
19
Clients
251
Accounts
2,223
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $452M | $0 | $452M | 19 | 342 |
| Mar 2024 | $386.4M | $0 | $386.4M | 19 | 342 |
| Sep 2023 | $324.1M | $0 | $324.1M | 17 | 314 |
| Mar 2023 | $324.1M | $0 | $324.1M | 17 | 314 |
| Mar 2022 | $368.3M | $0 | $368.3M | 16 | 291 |
| Mar 2022 | $368.3M | $0 | $368.3M | 16 | 291 |
| Mar 2021 | $282M | $0 | $282M | 12 | 256 |
| Jul 2020 | $226.4M | $0 | $226.4M | 12 | 233 |
| Mar 2020 | $226.4M | $0 | $226.4M | 12 | 233 |
| Mar 2019 | $177.9M | $0 | $177.9M | 9 | 215 |
| Mar 2018 | $176.3M | $0 | $176.3M | 9 | 197 |
| Mar 2017 | $153M | $0 | $153M | 9 | 200 |
| Mar 2016 | $135.2M | $0 | $135.2M | 8 | 200 |
| Sep 2015 | $118M | $0 | $118M | 7 | 160 |
| Dec 2014 | $118M | $0 | $118M | 7 | 160 |
| Nov 2014 | $118M | $0 | $118M | 7 | 160 |
DateMar 2025
Total AUM$452M
Discretionary$0
Non-Disc.$452M
Employees19
Clients342
DateMar 2024
Total AUM$386.4M
Discretionary$0
Non-Disc.$386.4M
Employees19
Clients342
DateSep 2023
Total AUM$324.1M
Discretionary$0
Non-Disc.$324.1M
Employees17
Clients314
DateMar 2023
Total AUM$324.1M
Discretionary$0
Non-Disc.$324.1M
Employees17
Clients314
DateMar 2022
Total AUM$368.3M
Discretionary$0
Non-Disc.$368.3M
Employees16
Clients291
DateMar 2022
Total AUM$368.3M
Discretionary$0
Non-Disc.$368.3M
Employees16
Clients291
DateMar 2021
Total AUM$282M
Discretionary$0
Non-Disc.$282M
Employees12
Clients256
DateJul 2020
Total AUM$226.4M
Discretionary$0
Non-Disc.$226.4M
Employees12
Clients233
DateMar 2020
Total AUM$226.4M
Discretionary$0
Non-Disc.$226.4M
Employees12
Clients233
DateMar 2019
Total AUM$177.9M
Discretionary$0
Non-Disc.$177.9M
Employees9
Clients215
DateMar 2018
Total AUM$176.3M
Discretionary$0
Non-Disc.$176.3M
Employees9
Clients197
DateMar 2017
Total AUM$153M
Discretionary$0
Non-Disc.$153M
Employees9
Clients200
DateMar 2016
Total AUM$135.2M
Discretionary$0
Non-Disc.$135.2M
Employees8
Clients200
DateSep 2015
Total AUM$118M
Discretionary$0
Non-Disc.$118M
Employees7
Clients160
DateDec 2014
Total AUM$118M
Discretionary$0
Non-Disc.$118M
Employees7
Clients160
DateNov 2014
Total AUM$118M
Discretionary$0
Non-Disc.$118M
Employees7
Clients160