MINDSET WEALTH MANAGEMENT, LLC
CRD #330384 SEC #801-129731 INDIANAPOLIS, IN 317-348-4655
SEC Registered
Total AUM
$323.4M
Discretionary
$323.4M
Employees
4
Clients
11
Accounts
212
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $323.4M | $323.4M | $0 | 4 | 0 |
| Mar 2025 | $323.4M | $323.4M | $0 | 4 | 0 |
| Sep 2024 | $205.7M | $205.7M | $0 | 4 | 0 |
| Jul 2024 | $205.7M | $205.7M | $0 | 4 | 0 |
| Jul 2024 | $205.7M | $205.7M | $0 | 4 | 0 |
| May 2024 | $205.7M | $205.7M | $0 | 4 | 0 |
| May 2024 | $205.7M | $205.7M | $0 | 4 | 0 |
| May 2024 | $205.7M | $205.7M | $0 | 4 | 0 |
| Apr 2024 | $0 | $0 | $0 | 4 | 0 |
| Mar 2024 | $0 | $0 | $0 | 4 | 0 |
| Mar 2024 | $0 | $0 | $0 | 4 | 0 |
| Mar 2024 | $0 | $0 | $0 | 4 | 0 |
| Mar 2024 | $0 | $0 | $0 | 4 | 0 |
| Mar 2024 | $0 | $0 | $0 | 4 | 0 |
| Feb 2024 | $0 | $0 | $0 | 4 | 0 |
| Feb 2024 | $0 | $0 | $0 | 4 | 0 |
| Feb 2024 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$323.4M
Discretionary$323.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$323.4M
Discretionary$323.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0