Mindful Wealth LLC

Mindful Wealth LLC (CRD# 284177) is a financial advisory firm headquartered in , . They manage $9,679,984 in 42 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $230,476
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MO, TX

Financial Advisors at Mindful Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey R. Snodgrass
CRD#: 5501229
Du Quoin, IL
93
Wealthminder
score

Jeffrey Snodgrass (CRD# 5501229) is an Investment Advisor Representative working at Mindful Wealth LLC in Du Quoin, IL and has over 9 years of experience in the finance industry.

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