Mindful Asset Planning
Mindful Asset Planning is an SEC-registered wealth manager in Apple Valley, MN with $529.5M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Mindful Asset Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113965, SEC 801-80606, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $529.5M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Apple Valley, MN
- Employees
- 22
- Clients
- 372
- CRD
- 113965
- Ownership
- ZIMMERMAN, SUSAN, KAY; Sebastian, Rebecca, Marie; AUGUSTIN, NICHOLAS, JOHN; ZIMMERMAN, STEVEN, DOUGLAS; Brice, Mark, William
How much AUM does Mindful Asset Planning have?
Mindful Asset Planning reported $529.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Mindful Asset Planning?
Disclosed owners and executives of Mindful Asset Planning include ZIMMERMAN, SUSAN, KAY, Sebastian, Rebecca, Marie, AUGUSTIN, NICHOLAS, JOHN, ZIMMERMAN, STEVEN, DOUGLAS, Brice, Mark, William. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.