INDIANAPOLIS, INCRD 330384Latest ADV March 13, 2026
Mindset Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 13, 2026, reports $445M in regulatory assets under management, 4 employees, and 276 accounts.
Assets Under Management
$445M
Employees
4
Offices
--
Total Clients
277
Primary office
INDIANAPOLIS, IN
8275 ALLISON POINTE TRAIL, SUITE 230, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.2% of total clients.
Top client categories% of clientsClients
1
HNWI
68.2%
189
2
Individuals
30.7%
85
3
Corporations
1.1%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$445Mas of March 13, 2026
Discretionary100.0%
$445M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$445M
Total Accounts276
10Y AUM Change+$445M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee69:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.