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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

MINDFUL MONEY

DEYOE WEALTH MANAGEMENT, INC., CRD 170130

BERKELEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1391e896-c3c9-50f2-566d-8d6fcaf02ea6

Data as of Apr 21, 2021 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Dec 23, 2013 to Apr 21, 2021
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $295MItem 5.F on the latest filing (2021-04-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $295M
Private client RAUM: $291MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 732
Individual clients: 191
High net worth clients: 95
Custody, client assets: $245M
SEC number: 801-79017
CRD: 170130
Filings on the tape: 21
First filed: Dec 23, 2013
Latest filed: Apr 21, 2021
Organised: Corporation, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DEYOE, JONATHAN, K	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	01/2011	Dec 23, 2013	Apr 21, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Feb 17, 2021	$295M	$295M	7	6	0	n/a	n/a
2019	Jan 27, 2020	$253M	$247M	7	4	0	n/a	n/a
2018	Mar 1, 2019	$208M	$201M	5	4	0	n/a	n/a
2017	Mar 15, 2018	$274M	$267M	5	4	0	n/a	n/a
2016	Mar 15, 2017	$225M	$218M	6	5	n/a	n/a	n/a
2015	Jan 13, 2016	$208M	$200M	5	5	n/a	n/a	n/a
2014	Feb 5, 2015	$174M	$174M	5	4	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$295M	$253M	16.7%	$274M	2.5%	7	7	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EP WEALTH ADVISORS	3	Dec 22, 2021	Jan 13, 2025	BERKELEY, CA	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (1)

← DEYOE, JONATHAN, KOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 23, 2013 to presentfactForm ADV

Moved with (1)

→ EP WEALTH ADVISORSRegistered adviser3 advisors, firm absorbed, same day
Dec 22, 2021 to Jan 13, 2025factForm ADV

Registered with (6)

← SCOTT BRADLEY JACOBSAdvisorregistration: previous registration
Jul 5, 2018 to Dec 22, 2021factForm ADV
← JONATHAN K DEYOEAdvisorregistration: previous registration
Jan 13, 2014 to Dec 22, 2021factForm ADV
← Carrie A SaxAdvisorregistration: previous registration
Nov 1, 2021 to Dec 22, 2021factForm ADV
← NANCY WRIGHT COOPERAdvisorregistration: previous registration
Jan 10, 2014 to Jan 25, 2019factForm ADV
← Naomi Anna Louise Evans-JallohAdvisorregistration: previous registration
Nov 30, 2015 to Oct 2, 2017factForm ADV
← JORDAN MICHAEL PARKERAdvisorregistration: previous registration
Oct 1, 2015 to Jan 4, 2016factForm ADV

Dated events

Occurred
Mar 1, 2019
Control person left
Wright Nancy Cooper (Chief Compliance Officer) no longer on Schedule A of Mindful Money (listed 2018-03-15, absent 2019-03-01)
Form ADVobserved 3 days ago
Occurred
Dec 23, 2013
First Form ADV filing
Deyoe Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1391e896-c3c9-50f2-566d-8d6fcaf02ea6
First observed: Dec 23, 2013
Last observed: Apr 21, 2021 65 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MINDFUL MONEY

DEYOE WEALTH MANAGEMENT, INC., CRD 170130

BERKELEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1391e896-c3c9-50f2-566d-8d6fcaf02ea6

Data as of Apr 21, 2021 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:04 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEYOE, JONATHAN, K

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

01/2011

Dec 23, 2013

Apr 21, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Feb 17, 2021

$295M

n/a

2019

Jan 27, 2020

$253M

$247M

n/a

2018

Mar 1, 2019

$208M

$201M

n/a

2017

Mar 15, 2018

$274M

$267M

n/a

2016

Mar 15, 2017

$225M

$218M

n/a

2015

Jan 13, 2016

$208M

$200M

n/a

2014

Feb 5, 2015

$174M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$295M

$253M

16.7%

$274M

2.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EP WEALTH ADVISORS

Dec 22, 2021

Jan 13, 2025

BERKELEY, CA

Firm absorbed

RIA to RIA

100.0%