Mindset Wealth Management, LLC
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 330384
- Registered since
- March 26, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.02%
- Corporations / Businesses35.35%
- Individuals2.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mindset Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves both individual and family clients as well as institutional accounts, providing financial planning and portfolio management primarily for individuals and small businesses. Its fee model is a percentage of assets under management. Mindset is not structured as a capital allocator and does not identify as an active ESG investor. The firm reports a related adviser in its organizational structure and is owned by a combination of a domestic entity and an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds11%
- Derivatives1%
- Cash & Cash Equivalents1%
Contacts
3 of 5
James Humphries
Founder & Managing PartnerCRD 5829072
Peter Bjelopetrovich
Managing Partner and FounderCRD 5995059
Ashley Buchanan
Director of ComplianceCRD 6643855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 8275 Allison Pointe Trl
- Time zone
- ET (UTC-5)
- Office locations
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