Mindset Wealth Management, LLC
● SEC registered since 2024CRD 330384SEC# 801-129731Indianapolis, IN
Reg. AUM
$445.5M
Employees
4
Accounts
276
Location
Indianapolis, IN
Mindset Wealth Management, LLC assets under management
Mindset Wealth Management, LLC is an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2024. It reports $445.5 million in regulatory assets under management and employs 4 people.
Mindset Wealth Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Buchanan Control | Chief Compliance Officer | Under 5% | 2026 |
| James William Humphries Control | Managing Partner | Under 5% | 2024 |
| Mark Allen Vandygriff Control | Managing Partner | Under 5% | 2024 |
| Mindset Holding Company LLC Control | Owner | Over 75% | 2025 |
| Peter Gorman Bjelopetrovich Control | Managing Partner | Under 5% | 2024 |
| Seth William Webb Hickle Control | Managing Partner | Under 5% | 2024 |
| James William Humphries Control | Owner | 25-50% | 2025 |
| Mark Allen Vandygriff Control | Owner | 25-50% | 2025 |
| Peter Gorman Bjelopetrovich Control | Owner | 25-50% | 2025 |
| Seth William Webb Hickle Control | Owner | 25-50% | 2025 |
Frequently asked questions
How much does Mindset Wealth Management, LLC manage?
Mindset Wealth Management, LLC reports $445.5 million in regulatory assets under management on its Form ADV.
How many employees does Mindset Wealth Management, LLC have?
Mindset Wealth Management, LLC reports 4 employees.
Where is Mindset Wealth Management, LLC located?
Mindset Wealth Management, LLC is based in Indianapolis, IN and has been SEC-registered since 2024.
Does Mindset Wealth Management, LLC disclose fund performance?
Mindset Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8275 Allison Pointe Trail, Suite 230, Indianapolis, IN 46250 |
| Phone | 317-348-4655 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2044232 |
| Discloses disciplinary history | No |
Regulatory AUM
$445.5M▲ 38%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,306 advisers
EmployeesTop 69%
More than 31% of 16,824 advisers
Assets under management
$445.5Mregulatory AUM
Discretionary $445.5M