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, delivering financial planning and portfolio management services (with a specific note on serving individuals and small businesses). Its advisory fees are charged as a percentage of assets under management. Mindset reports a related adviser relationship and does not describe itself as a capital allocator, pension consultant, or active ESG investor.
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%
Owners & executives
1 of 1STACY SIZEMORE
Chief Compliance OfficerCRD 4052029
Contacts
3 of 4JAMES HUMPHRIES
Founder & Managing PartnerCRD 5829072
PETER BJELOPETROVICH
Managing Partner and FounderCRD 5995059
SETH HICKLE
Managing Partner, FounderCRD 5786760
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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