MINDFUL WEALTH LLC

MINDFUL WEALTH LLC of GLENCOE, IL is an SEC-registered investment adviser (CRD 297493). Regulatory assets under management: $225.3M.

Registration

• CRD: 297493
• SEC file number: 801-127605
• Type: Registered investment adviser
• Location: 385 PARK AVENUE, 200, GLENCOE, IL, 60022
• Phone: 312-953-9900
• Latest filing: 2026-05-27
• Regulatory AUM: $225.3M
• Discretionary AUM: $225.3M
• Clients: 1
• Accounts: 279

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297493 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search