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MINDFUL WEALTH LLC

GLENCOE, IL · CRD 297493 · IAPD ↗ · mindfulwealthllc.com · 312-953-9900

$225.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — MINDFUL WEALTH LLC moved its main office from NORTHBROOK, IL to GLENCOE, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
April 2026 — MINDFUL WEALTH LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2025 — MINDFUL WEALTH LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2025 — MINDFUL WEALTH LLC reported RAUM up 42% ($132.9M -> $188.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
October 2024 — MINDFUL WEALTH LLC notice-filed in LA.
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.