# Mindful Wealth LLC

Mindful Wealth LLC is a Multi Family Office based in Glencoe, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Glencoe, United States
- **Region:** North America
- **Address:** Northbrook, IL, United States
- **Founded:** 2018
- **Assets under management:** 188 (Altss estimate)
- **Website:** mindfulwealthllc.com
- **LinkedIn:** https://www.linkedin.com/company/mindful-wealth-llc

## Regulatory record

- **CRD number:** 297493
- **SEC file number:** 801-127605
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297493

## About

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.

## Sectors

- Private Credit
- Real Estate
- ESG

## People

- David M. Dickman — Founder and Managing Partner

## 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.

### 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.

## Related profiles

- [Inflection Capital](https://altss.com/profile/inflection-capital)
- [Granby Capital Management](https://altss.com/profile/granby-capital-management-bennett-family-office)

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Last updated: 2026-07-06T01:24:21.379Z

Canonical page: https://altss.com/profile/mindful-wealth-llc

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