MINDFUL WEALTH LLC
CRD #297493 SEC #801-127605 NORTHBROOK, IL 312-953-9900
SEC Registered
Total AUM
$188.3M
Discretionary
$188M
Employees
2
Clients
25
Accounts
230
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DICKMAN, DAVID, MICHAEL | I | FOUNDER, MANAGING PARTNER, CCO | E | Control |
| DICKMAN, DAVID, MICHAEL | I | FOUNDER, MANAGING PARTNER, CCO | E | Control |
| DICKMAN, DAVID, MICHAEL | I | FOUNDER, MANAGING PARTNER, CCO | E | Control |
| DICKMAN, DAVID, MICHAEL | I | FOUNDER, MANAGING PARTNER, CCO | E | Control |
| DICKMAN, DAVID, MICHAEL | I | FOUNDER, MANAGING PARTNER, CCO | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (3)
IL LA MI
Address
5 REVERE DRIVESUITE 200
NORTHBROOK, IL 60062
United States
Phone: 312-953-9900