MINDFUL WEALTH

MINDFUL WEALTH of ST. LOUIS, MO is an SEC-registered investment adviser (CRD 284177). Regulatory assets under management: $36.4M.

Registration

• CRD: 284177
• Type: Registered investment adviser
• Location: 5431 CHIPPEWA ST, ST. LOUIS, MO, 63109
• Phone: 407-508-9908
• Latest filing: 2026-06-11
• Regulatory AUM: $36.4M
• Discretionary AUM: $35.5M
• Non-discretionary AUM: $929K
• Clients: 1
• Accounts: 145

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284177 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search