MINDFUL WEALTH LLC
CRD #297493 SEC #801-127605 NORTHBROOK, IL 312-953-9900
SEC Registered
Total AUM
$188.3M
Discretionary
$188M
Employees
2
Clients
25
Accounts
230
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $188.3M | $188M | $335.7K | 2 | 0 |
| Sep 2024 | $132.9M | $121.8M | $11.1M | 1 | 0 |
| Mar 2024 | $132.9M | $121.8M | $11.1M | 1 | 0 |
| May 2023 | $110.6M | $100.4M | $10.2M | 1 | 0 |
| Mar 2023 | $110.6M | $100.4M | $10.2M | 1 | 0 |
DateMar 2025
Total AUM$188.3M
Discretionary$188M
Non-Disc.$335.7K
Employees2
Clients0
DateSep 2024
Total AUM$132.9M
Discretionary$121.8M
Non-Disc.$11.1M
Employees1
Clients0
DateMar 2024
Total AUM$132.9M
Discretionary$121.8M
Non-Disc.$11.1M
Employees1
Clients0
DateMay 2023
Total AUM$110.6M
Discretionary$100.4M
Non-Disc.$10.2M
Employees1
Clients0
DateMar 2023
Total AUM$110.6M
Discretionary$100.4M
Non-Disc.$10.2M
Employees1
Clients0