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MINDFUL ASSET PLANNING

APPLE VALLEY, MN · CRD 113965 · IAPD ↗ · 952-432-4666

$529.5MRegulatory AUM
2Advisory reps
22Employees
372Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2026 — MINDFUL ASSET PLANNING crossed $500M in regulatory AUM ($452.0M -> $529.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2025 — MINDFUL ASSET PLANNING notice-filed in AZ, FL, NE, TX, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.