9AT: MINDFUL WEALTH LLC

MINDFUL WEALTH LLC

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As of Date	09/25/2026
Websites

AUM^*	261,722,258 79%
of that, discretionary	260,793,386 93%
Number of Employees	2 -33%
of those in investment advisory functions	2 -33%
Private Fund GAV^*	0
Avg Account Size	617,269 14%
High Net Worth	62.02% -16%
SMA’s	No
Private Funds	0

- Large advisory firm

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

225M 193M 161M 129M 97M 64M 32M

2023 2024 2025 2026

Discretionary

Non-discretionary

No private funds

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Adviser	City, State	AUM	Employees	SMA’s	Private Funds
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