Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jul 2026 · 1 SOURCES
Mindful Asset Planning
Multi family office in Apple Valley, United States, founded 1988.
Identity
- HEADQUARTERS
- Apple Valley, United States
- FOUNDED
- 1988
Overview
Headquartered in Apple Valley, United States, the firm is listed as a multi family office founded in 1988. 4 people are named on its team.
People
- Becky SebastianOwner Partner · source
- Nick AugustinOwner Partner · source
- Mark BriceOwner Partner · source
- Dan HeiarOwner Partner · source
Frequently asked questions
Mindful Asset Planning is a multi family office based in Apple Valley, the United States, founded in 1988.
Mindful Asset Planning does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Mindful Asset Planning include Becky Sebastian (Owner Partner), Nick Augustin (Owner Partner), Mark Brice (Owner Partner) and Dan Heiar (Owner Partner).