Investment adviser · CRD 113965
MINDFUL ASSET PLANNING
Investment adviser filing (IA)
MINDFUL ASSET PLANNING LLC
APPLE VALLEY, MN, United States · Form ADV filed Apr 1, 2026
- Regulatory AUM
- $529M Form ADV · Item 5.F
- Client accounts
- 2,256 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 372 | $529,453,785 | 100.0% |
Filing source
Form ADV 2091022 · Apr 1, 2026 · 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 fundsThe 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 1, 2026. View historical filings
Reported services
Financial planning · Pooled investment vehicle management
Compensation
Hourly · Fixed
Principal office
14530 PENNOCK AVEAPPLE VALLEY, MN, 55124, United States
CRD 113965
Filing source
Form ADV 2091022 · Apr 1, 2026 · 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.