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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-18-2016
- Office Locations
- 2
Office Locations
About Mindful Wealth
Mindful Wealth LLC is a St. Louis–based retail investment advisory firm providing financial planning and ongoing portfolio management, with capabilities in tax and estate planning, insurance, and business-succession planning. The firm emphasizes active management and asset allocation across mutual funds and ETFs with fixed income (including municipal bonds) and may incorporate cryptocurrency. Custody is primarily at Charles Schwab. Founder-led by Jeffrey R. Snodgrass.
Team overview
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Investment Themes
Investment Vehicles
Services
Owner & Executives
OTTO LUIS RIVERA
FINANCIAL PLANNER, PRINCIPAL
- CRD
- #6287758
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Arielle Rich Tucker
Agent
- CRD
- #7337538
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,502,102 | -- |
| Non-Discretionary | $928,872 | -- |
| Total | $36,430,974 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,430,974
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,994,495,331 | 28.7% |
| Equity - Exchange | $2,418,412,457 | 34.8% |
| Cash | $2,536,553,294 | 36.5% |
| Total | $6,949,461,082 | 100.0% |