Investment adviser · CRD 170130

MINDFUL MONEY

Investment adviser filing (IA)

DEYOE WEALTH MANAGEMENT, INC.

BERKELEY, CA, United States · Form ADV filed Apr 21, 2021

Regulatory AUM
$295M
Form ADV · Item 5.F
Client accounts
732
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals191$206,068,67569.9%
High-net-worth individuals95$85,000,00028.8%
CharitiesFewer than 5$2,256,0000.8%
Retirement plansFewer than 5$1,600,0000.5%
Filing source

Form ADV 1533753 · Apr 21, 2021 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 21, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

2150 SHATTUCK AVENUE, SUITE 700
BERKELEY, CA, 94704, United States

CRD 170130

Filing source

Form ADV 1533753 · Apr 21, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.