RIA Intel›Advisers›Missouri›MINDFUL WEALTH PLANNING LLC

MINDFUL WEALTH PLANNING LLC

Advisory

ST. LOUIS, MO

Data as of Jun 11, 2026 · Source: SEC Form ADV

Average account

$251K

across 145 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 11, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$929K

Discretionary %97.5%

Total Clients72

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO, 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

72 clients

23 high-net-worth

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

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

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SHARP WEALTH MANAGEMENT LLC

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PINES FINANCIAL GROUP, INC.

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