DEYOE WEALTH MANAGEMENT, INC.
Legal name: MINDFUL MONEY
CRD #170130 SEC #801-79017 BERKELEY, CA 510-848-0012
SEC Registered
Total AUM
$294.9M
Discretionary
$294.9M
Employees
7
Clients
11
Accounts
732
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 21, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, NANCY, WRIGHT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEYOE, JONATHAN, K | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 21, 2021 REGISTERED
Notice Filings (8)
CA FL HI LA NH NY OR TX
Address
2150 SHATTUCK AVENUESUITE 700
BERKELEY, CA 94704
United States
Phone: 510-848-0012