Mindful Wealth LLC
Mindful Wealth LLC is an SEC-registered ria in Northbrook, IL with $225.3M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Mindful Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297493, SEC 801-127605, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $225.3M (2026-05-27)
- Firm type
- Ria
- Location
- Northbrook, IL
- Employees
- 1
- Clients
- 57
- CRD
- 297493
- Ownership
- DICKMAN, DAVID, MICHAEL
How much AUM does Mindful Wealth LLC have?
Mindful Wealth LLC reported $225.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Mindful Wealth LLC?
Disclosed owners and executives of Mindful Wealth LLC include DICKMAN, DAVID, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.