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MINDFUL WEALTH
MINDFUL WEALTH PLANNING LLC
CRD 284177
5431 CHIPPEWA ST, ST. LOUIS, MO, 63109, United States
Phone
407-508-9908
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$36.4M
Discretionary AUM
$35.5M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $10.3M |
| High net worth individuals | 23 | $25.5M |
| Corporations/business entities | 1 | $636K |
All web addresses on file
- HTTPS://WWW.MINDFULWEALTHCO.COM
- https://pursestrings.co/professional/financial-planner/florida/orlando/otto-rivera-ea-cfp/
- https://wealthtender.com/financial-advisors/otto-rivera-cfp-ea/
- https://www.cfp.net/about-cfp-board/our-initiatives/increasing-awareness/cfp-board-ambassadors/otto-rivera-cfp
- https://www.financialplanningassociation.org/people/otto-rivera-cfpr
- https://www.linkedin.com/in/riveraotto/
Official SEC filing: View on IAPD