MINDFUL WEALTH LLC
Firm details
- Headquarters
- Glencoe, Illinois
- CRD number
- 297493
- Registered since
- April 7, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mindful Wealth LLC is an independent, SEC‑registered investment adviser organized as an LLC and registered in 2023. The firm is individually owned and positions itself as a capital allocator for a client base made up of individuals and families. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Compensation is through a mix of percentage‑of‑AUM fees and fixed fees. Mindful Wealth does not identify as an active ESG investor and is not listed as a multi‑state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities22%
- Cash & Cash Equivalents16%
- Private Funds10%
- State & Local Bonds3%
Contacts
1 of 1DAVID DICKMAN
Founder & Managing PartnerCRD 2694451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glencoe, IL
COOK
Location
Glencoe, IL
Headquartered in Glencoe, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 385 Park Ave
- Time zone
- CT (UTC-6)
- Office locations
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