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Mindful Wealth LLC
Mindful Wealth LLC was established in 2018 by David M. Dickman. He previously spent ten years at J.P. Morgan Private Bank in investment leadership roles across...
Mindful Wealth LLC
Mindful Wealth LLC was established in 2018 by David M. Dickman. He previously spent ten years at J.P. Morgan Private Bank in investment leadership roles across eleven states and later served as President of Wealth Management at Vivaldi Capital Management. The firm manages direct co-investments, SPVs and private credit exposures alongside REIT holdings. It maintains a North America footprint and incorporates ESG considerations into portfolio construction. No specific portfolio company names appear in public materials. The firm lists one office in Northbrook, Illinois. David M. Dickman remains the sole named principal. No dated operational events from the past 24 months are recorded in available sources.
General information
Firm type
Multi Family Office
Year founded
2018
AUM
188 (Altss estimate)
Location
Region
North America
Country
United States
City
Glencoe
Corporate office
Northbrook, IL, United States
Principals
David M. Dickman
Founder and Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Mindful Wealth LLC?
David M. Dickman serves as Founder and Managing Partner. He previously led investments for the Midwest Region at J.P. Morgan Private Bank.
How does Mindful Wealth LLC source proprietary deal flow?
The firm evaluates opportunities presented by clients and sources unique private investments directly. No external co-investor names are disclosed.
Is Mindful Wealth LLC structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office and registered investment advisor serving multiple affluent families.
Does Mindful Wealth LLC participate in fund commitments or only direct deals?
It engages in direct co-investments and SPVs in addition to private credit and REIT holdings.
Where does the underlying wealth come from?
Wealth originates from founder David M. Dickman’s career in private banking and investment management.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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