RIA Intel›Advisers›Arizona›MINDFUL MILLIONS MANAGEMENT PLLC

MINDFUL MILLIONS MANAGEMENT PLLC

Advisory

Data as of Apr 6, 2026 · Source: SEC Form ADV

Average account

$156K

across 4 accounts

AUM per adviser

$626K

1 advisers

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM

$626K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$626K

Discretionary AUM$589K

Non-Discretionary AUM$36K

Discretionary %94.2%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InAZ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

1 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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