Mindset Wealth Management, LLC
Mindset Wealth Management, LLC is an SEC-registered wealth manager in Indianapolis, IN with $445.5M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Mindset Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330384, SEC 801-129731, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $445.5M (2026-06-17)
- Firm type
- Wealth Manager
- Location
- Indianapolis, IN
- Employees
- 4
- Clients
- 277
- CRD
- 330384
- Ownership
- BJELOPETROVICH, PETER, GORMAN; HICKLE, SETH, WILLIAM WEBB; HUMPHRIES, JAMES, WILLIAM; SIZEMORE, STACY, LEIGH; OLSON, LARS, KRISTIAN
How much AUM does Mindset Wealth Management, LLC have?
Mindset Wealth Management, LLC reported $445.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Mindset Wealth Management, LLC?
Disclosed owners and executives of Mindset Wealth Management, LLC include BJELOPETROVICH, PETER, GORMAN, HICKLE, SETH, WILLIAM WEBB, HUMPHRIES, JAMES, WILLIAM, SIZEMORE, STACY, LEIGH, OLSON, LARS, KRISTIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.