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Mindset Wealth Management, LLC

● SEC registered since 2024CRD 330384SEC# 801-129731Indianapolis, IN
Export (members)
Reg. AUM
$323.4M
Employees
4
Accounts
212
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 $323.4 million in regulatory assets under management and employs 4 people.
www.mindsetwealthmanagement.comView on SEC.gov ↗

Mindset Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Christopher George Plummer ControlChief Compliance OfficerUnder 5%2024
James William Humphries ControlManaging Partner25-50%2024
Mark Allen Vandygriff ControlManaging Partner25-50%2024
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Frequently asked questions

How much does Mindset Wealth Management, LLC manage?

Mindset Wealth Management, LLC reports $323.4 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

Address8275 Allison Pointe Trail, Suite 230, Indianapolis, IN 46250
Phone317-348-4655
Office hours8a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
CIK2044232
Discloses disciplinary historyNo

Assets under management

Discretionary$323.4M
Non-discretionary$0
Total (RAUM)$323.4M