WEALTHMIND FINANCIAL PLANNING

WEALTHMIND FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 328126). Regulatory assets under management: $15.5M.

Registration

• CRD: 328126
• Type: Registered investment adviser
• Phone: (617) 545-5886
• Latest filing: 2026-02-18
• Regulatory AUM: $15.5M
• Discretionary AUM: $15.5M
• Clients: 4
• Accounts: 41

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 328126 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search