Mindful Wealth LLC
Mindful Wealth LLC is a multi-family office headquartered in Northbrook. Founded in 2018, the firm stems from wealth generated through founder David Dickman’s 25-year career in private banking and investment management.
Mindful Wealth LLC
Mindful Wealth LLC is a multi-family office headquartered in Northbrook. Founded in 2018, the firm stems from wealth generated through founder David Dickman’s 25-year career in private banking and investment management. Mindful Wealth advises affluent families on comprehensive planning, balance-sheet oversight and discretionary portfolio management, coordinating estate, philanthropic and governance needs while maintaining a fiduciary standard—delivering disciplined wealth stewardship.
General information
Firm type
Multi Family Office
Year founded
2018
AUM
—
Location
Region
North America
Country
—
City
Northbrook
Corporate office
5 Revere Drive Suite 200
Frequently asked questions
What is Mindful Wealth LLC?
Mindful Wealth LLC is a multi family office headquartered in Northbrook.
When was Mindful Wealth LLC founded?
Mindful Wealth LLC was founded in 2018.
Where is Mindful Wealth LLC headquartered?
Mindful Wealth LLC is headquartered in Northbrook, in the North America region.
What does Altss track for Mindful Wealth LLC?
Altss maintains an OSINT-verified profile of Mindful Wealth LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Mindful Wealth LLC's website?
Mindful Wealth LLC's public website is www.mindfulwealthllc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Mindful Wealth LLC?
Mindful Wealth LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Mindful Wealth LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Mindful Wealth LLC?
Mindful Wealth LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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