Mindful Wealth

Overview

Mindful Wealth is an independent, individual-owned limited liability company that provides fee-based financial planning and portfolio management geared toward individuals, families and small businesses. The firm charges a mix of percentage-of-assets, hourly and fixed fees, and works with a client mix that also includes some institutional relationships. Its advisory scope emphasizes financial planning and discretionary portfolio management for private clients; the firm does not list itself as an active ESG investor. Mindful Wealth is state-registered in Missouri and classifies itself as an independent RIA rather than a broker-dealer or capital allocator. The practice appears built around personalized planning and outsourced asset management rather than large-scale institutional product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices