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MINDSET WEALTH MANAGEMENT, LLC
CRD 330384 · SEC 801-129731
8275 ALLISON POINTE TRAIL, SUITE 230, INDIANAPOLIS, IN, 46250, United States
Phone
317-348-4655
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$445.5M
Discretionary AUM
$445.5M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $11.7M |
| High net worth individuals | 189 | $276.3M |
| Corporations/business entities | 3 | $157.5M |
States served
CO, IL, IN, LA, TX
All web addresses on file
Official SEC filing: View on IAPD