PPrivate Fund Data Log in Join · $37/mo

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 25-50%. James William Humphries is associated with 2 registered advisers.

Reported ownership

Owns 25-50% 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 25-50%.

Mindset Wealth Management, LLC

TitleManaging Partner
Ownership25-50%
Control personYes
Since2024
View Mindset Wealth Management, LLC →

Mindset Asset Management, LLC

TitleManaging Partner
Ownership25-50%
Control personYes
Since2025
View Mindset Asset Management, LLC →