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| Mindset Wealth Management LLC
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| |
|---|---|
| CRD # | 330384 |
| SEC # | 801-129731 |
| CIK # | |
| AUM | $205.7 MM (2024-07-18) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 317-348-4655 |
| Address | 8275 Allison Pointe Trail Indianapolis, IN 46250 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 20.5 |
| (b) Individuals (high net worth individuals) | 66 | 109.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 75.6 |
| (n) Other | 0 | 0.0 |
| Total | 113 | 205.7 |
| By Discretionary | ||
| Discretionary | 113 | 205.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 113 | 205.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.7 | |
| Total | 113 | 205.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RIA Services LLC
✚
|
WI | 0.2 |
|
Pring/Turner Capital Group Inc
✚
|
CA | 0.2 |
|
Nabity-Jensen Investment Management Inc
✚
|
NE | 0.2 |
|
Ervin Investment Management LLC
✚
|
WA | 0.2 |
|
Key Capital Management Inc
✚
|
TN | 0.2 |
|
Pandora Wealth Inc
✚
|
IL | 0.2 |
|
Spotlight Asset Group Inc
✚
|
IL | 0.2 |
|
Kapstone Financial Advisors LLC
✚
|
OH | 0.2 |
|
Financial Advisory Services LLC
✚
|
PA | 0.2 |
|
Bysko John Allan
✚
|
CT | 0.2 |