# Mindful Millions Management PLLC

> Mindful Millions Management PLLC is a state-registered investment advisory firm in Phoenix, AZ, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 334667
- Filed as: MINDFUL MILLIONS MANAGEMENT PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334667
- AdvisorCensus page: https://advisorcensus.com/firm/mindful-millions-management-pllc-phoenix-az-334667

## Quick answers

**How is Mindful Millions Management PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mindful Millions Management PLLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mindful Millions Management PLLC located?**
Mindful Millions Management PLLC's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Mindful Millions Management PLLC registered with the SEC or a state?**
Mindful Millions Management PLLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334667.

**How much does Mindful Millions Management PLLC manage?**
Mindful Millions Management PLLC reports $625,501 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (94% discretionary).

**What types of clients does Mindful Millions Management PLLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1).

**Does Mindful Millions Management PLLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334667

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $625,501
- Discretionary: $589,137
- Non-discretionary: $36,364

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 1 | $625,501 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mindfulmillions.co
- open.spotify.com/show/16leE9oWY1NycwCWysZ3er
- podcasts.apple.com/us/podcast/the-mindful-millions-podcast/id1817710720
- Facebook @mmmpllc
- Instagram @mindfulmillionsmgmt
- LinkedIn @mindfulmillions
- TikTok @mindfulmillionsmgmt
- YouTube @mindfulmillionsmanagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mindful Millions Management PLLC (CRD 334667): Form ADV filing data as of October 2026.