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MINDFUL ASSET PLANNING
Legal name: MINDFUL ASSET PLANNING LLC
CRD 113965File 801-80606
APPROVED
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$529.5M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $529.5M
Clients
372
2,256 accounts
Employees
22
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 6, 2015
- Principal office
- 14530 PENNOCK AVE, APPLE VALLEY, MN, 55124
- Phone
- 952-432-4666
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $529.5M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $529.5M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 2,256
- Total accounts
- 2,256
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 372 | $529.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF ASSETS SUPERVISED
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.