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.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$529MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$265Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

22

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

2,256

SEC number

801-80606

CRD

113965

Filings on the tape

17

First filed

Nov 11, 2014

Latest filed

Apr 1, 2026

Organised

Limited Liability Company, MN

• Occurred

  Mar 2, 2018
  Succession filed (Item 4)

  Mindful Asset Planning reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 4 days ago
• Occurred

  Nov 11, 2014
  First Form ADV filing

  Mindful Asset Planning filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:252bf6e9-1c19-ddf9-4771-4e96cd149777

First observed

Nov 11, 2014

Last observed

Apr 1, 2026 5 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.