Mindful Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northbrook, IL. Its latest Form ADV filing, dated March 30, 2026, reports $225M in regulatory assets under management, 1 employee, and 279 accounts.
Assets Under Management
$225M
Employees
1
Offices
--
Total Clients
57
Primary office
NORTHBROOK, IL
5 REVERE DRIVE, SUITE 200, NORTHBROOK, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
57
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$225Mas of March 30, 2026
Discretionary100.0%
$225M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$225M
Total Accounts279
10Y AUM Change+$115M (+103.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee57:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.