MINDSET WEALTH MANAGEMENT, LLC

MINDSET WEALTH MANAGEMENT, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 330384). Regulatory assets under management: $445.5M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (15)

NameRoleLocation
Stacy Leigh SizemoreCHIEF COMPLIANCE OFFICER
Christopher George PlummerCHIEF COMPLIANCE OFFICER
Peter Gorman BjelopetrovichMANAGING PARTNER; OWNER
Seth William Webb HickleMANAGING PARTNER; OWNER
James William HumphriesMANAGING PARTNER; OWNER
Mark Allen VandygriffMANAGING PARTNER; OWNER
PLUMMER CHRISTOPHER GEORGECHIEF COMPLIANCE OFFICER
SIZEMORE STACY LEIGHCHIEF COMPLIANCE OFFICER
OLSON LARS KRISTIANOWNER; OWNER AND CHIEF EXECUTIVE OFFICER
OLSON LARSOWNER
BJELOPETROVICH PETER GORMANMANAGING PARTNER
HICKLE SETH WILLIAM WEBBMANAGING PARTNER
HUMPHRIES JAMES WILLIAMMANAGING PARTNER
VANDYGRIFF MARK ALLENMANAGING PARTNER
Ashley BuchananCHIEF COMPLIANCE OFFICER

More on this firm