MINDFUL WEALTH LLC
Total AUM
$225.3M
Employees
1Clients
57Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
385 PARK AVENUE
200
GLENCOE
IL 60022
United States
200
GLENCOE
IL 60022
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
312-953-9900
Financials
Total AUM
$225.3M
Accounts
279Discretionary
$225.3M
Accounts
279Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
57AUM
$225.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ILLAMI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.