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| Mindset Wealth Management LLC
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|---|---|
| CRD # | 330384 |
| SEC # | 801-129731 |
| CIK # | 0002044232 |
| AUM | 445.5 M (2026-06-17) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 317-348-4655 |
| Address | 8275 Allison Pointe Trail Indianapolis, IN 46250 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 165.0 | ||
| Apple Inc | 55.9 | ||
| CME Group Inc | 9.2 | ||
| Amazon Com Inc | 7.3 | ||
| Energy Fuels Inc | 5.5 | ||
| Alphabet Inc | 4.1 | ||
| Broadcom Inc | 3.5 | ||
| YUM Brands Inc | 3.1 | ||
| Facebook Inc | 3.1 | ||
| Corning Inc /NY | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 11.7 |
| (b) Individuals (high net worth individuals) | 189 | 276.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 157.5 |
| (n) Other | 0 | 0.0 |
| Total | 276 | 445.5 |
| By Discretionary | ||
| Discretionary | 276 | 445.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 276 | 445.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.5 | |
| Total | 276 | 445.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002044232] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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