James William Humphries
Managing PartnerMindset Wealth Management, LLCCRD 5829072
About James William Humphries
James William Humphries is listed as Managing Partner at Mindset Wealth Management, LLC in Indianapolis, IN. Form ADV reports a beneficial ownership band of Under 5%. James William Humphries is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Mindset Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James William Humphries work?
James William Humphries is listed as Managing Partner at Mindset Wealth Management, LLC on SEC Form ADV.
How much of Mindset Wealth Management, LLC does James William Humphries own?
Form ADV reports a beneficial ownership band of Under 5%.
Mindset Wealth Management, LLC
| Title | Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Mindset Asset Management, LLC
| Title | Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Mindset Wealth Management, LLC
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2025 |
Mindset Asset Management, LLC
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2025 |