Mindful Wealth LLC
● SEC registered since 2023CRD 297493SEC# 801-127605Glencoe, IL
Reg. AUM
$225.3M
Employees
1
Accounts
279
Location
Glencoe, IL
Mindful Wealth LLC assets under management
Mindful Wealth LLC is an investment advisory firm registered with the SEC based in Glencoe, IL. The firm has been registered since 2023. It reports $225.3 million in regulatory assets under management and employs 1 people.
Mindful Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Dickman Control | Founder, Managing Partner, Cco | Over 75% | 2018 |
Frequently asked questions
How much does Mindful Wealth LLC manage?
Mindful Wealth LLC reports $225.3 million in regulatory assets under management on its Form ADV.
How many employees does Mindful Wealth LLC have?
Mindful Wealth LLC reports 1 employees.
Where is Mindful Wealth LLC located?
Mindful Wealth LLC is based in Glencoe, 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
| Address | 385 Park Avenue, 200, Glencoe, IL 60022 |
| Phone | 312-953-9900 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$225.3M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$225.3Mregulatory AUM
Discretionary $225.3M