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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-02-2018
- Office Locations
- 3
Office Locations
About Mindful Wealth LLC
Mindful Wealth LLC is an Illinois RIA providing comprehensive planning and investment analysis for families and multi-generational households, including multi-family office and executive consulting. The firm builds and maintains client balance sheets, supports trust/estate and retirement planning, and aligns philanthropy strategies. Investment work spans public securities and alternative assets, with experience sourcing unique private investment ideas; custody includes Schwab and JPMorgan.
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Owner & Executives
DAVID MICHAEL DICKMAN
Chief Compliance Officer, FOUNDER, Managing Partner
- CRD
- #2694451
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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David M Dickman
Founder | Managing Partner
- CRD
- --
Luke King
Partner
- CRD
- --
Frontier bridge
Beacon glacier focus
- CRD
- #91814
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,291,284 | $807,496 |
| Non-Discretionary | $0 | -- |
| Total | $225,291,284 | $807,496 |
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Separately Managed Accounts
Total SMA Asset: $225,291,284
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $802,296,705 | 20.9% |
| Equity - Exchange | $925,136,391 | 24.1% |
| Cash | $752,393,082 | 19.6% |
| Private Funds | $694,811,979 | 18.1% |
| Municipal Bonds | $322,454,178 | 8.4% |
| U.S. Government/Agency | $341,647,878 | 8.9% |
| Total | $3,838,740,213 | 100.0% |