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Mindful Wealth LLC

● SEC registered since 2023CRD 297493SEC# 801-127605Northbrook, IL
Export (members)
Reg. AUM
$188.3M
Employees
2
Accounts
230
Location
Northbrook, IL

Mindful Wealth LLC assets under management

Mindful Wealth LLC is an investment advisory firm registered with the SEC based in Northbrook, IL. The firm has been registered since 2023. It reports $188.3 million in regulatory assets under management and employs 2 people.
www.mindfulwealthllc.comView on SEC.gov ↗

Mindful Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
David Michael Dickman ControlFounder, Managing Partner, CcoOver 75%2018

Frequently asked questions

How much does Mindful Wealth LLC manage?

Mindful Wealth LLC reports $188.3 million in regulatory assets under management on its Form ADV.

How many employees does Mindful Wealth LLC have?

Mindful Wealth LLC reports 2 employees.

Where is Mindful Wealth LLC located?

Mindful Wealth LLC is based in Northbrook, IL and has been SEC-registered since 2023.

Does Mindful Wealth LLC disclose fund performance?

Mindful Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Revere Drive, Suite 200, Northbrook, IL 60062
Phone312-953-9900
Office hours8:00a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$188M
Non-discretionary$336K
Total (RAUM)$188.3M