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Wealthmind Financial Planning
Wealthmind Financial Planning is a state-registered investment adviser in Cambridge, MA. The firm manages approximately $15 million in regulatory assets.
Overview
Wealthmind Financial Planning is a state-registered investment adviser in Cambridge, MA. The firm manages approximately $15 million in regulatory assets. It has 4 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Is Wealthmind Financial Planning registered as an investment advisor?
Public regulatory databases do not currently return a matching registration for an entity under the name Wealthmind Financial Planning. Without confirmation of an ADV filing or state-level registration, the firm's regulatory status remains unverified. Prospective clients should request a copy of the firm's Form ADV Part 2 directly from the advisor before engaging in any advisory relationship.
How does Wealthmind Financial Planning source its client relationships?
The firm does not publicly detail its client acquisition strategy. Typical financial planning practices of this scale rely on local referral networks, community workshops, and educational content rather than the institutional consultant databases or prime brokerage capital introduction channels used by larger allocators. No proprietary sourcing model is evident.
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