MINDFUL INVESTING LLC

MINDFUL INVESTING LLC is an SEC-registered investment adviser (CRD 331322). Regulatory assets under management: $8.5M.

Registration

• CRD: 331322
• Type: Registered investment adviser
• Phone: 469-269-9878
• Latest filing: 2026-01-11
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331322 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search