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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BJELOPETROVICH, PETER, GORMAN | I | MANAGING PARTNER | NA | Control |
| BJELOPETROVICH, PETER, GORMAN | I | MANAGING PARTNER | NA | Control |
| HICKLE, SETH, WILLIAM WEBB | I | MANAGING PARTNER | NA | Control |
| HICKLE, SETH, WILLIAM WEBB | I | MANAGING PARTNER | NA | Control |
| HUMPHRIES, JAMES, WILLIAM | I | MANAGING PARTNER | NA | Control |
| HUMPHRIES, JAMES, WILLIAM | I | MANAGING PARTNER | NA | Control |
| PLUMMER, CHRISTOPHER, GEORGE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLUMMER, CHRISTOPHER, GEORGE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLUMMER, CHRISTOPHER, GEORGE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLUMMER, CHRISTOPHER, GEORGE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLUMMER, CHRISTOPHER, GEORGE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLUMMER, CHRISTOPHER, GEORGE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDYGRIFF, MARK, ALLEN | I | MANAGING PARTNER | NA | Control |
| VANDYGRIFF, MARK, ALLEN | I | MANAGING PARTNER | NA | Control |
| OLSON, LARS | I | OWNER | E | Control |
| OLSON, LARS | I | OWNER | E | Control |
| OLSON, LARS | I | OWNER | E | Control |
| OLSON, LARS, KRISTIAN | I | OWNER AND CHIEF EXECUTIVE OFFICER | E | Control |
| OLSON, LARS, KRISTIAN | I | OWNER AND CHIEF EXECUTIVE OFFICER | E | Control |
| OLSON, LARS, KRISTIAN | I | OWNER AND CHIEF EXECUTIVE OFFICER | E | Control |
| OLSON, LARS, KRISTIAN | I | OWNER | E | Control |
| OLSON, LARS, KRISTIAN | I | OWNER AND CHIEF EXECUTIVE OFFICER | E | Control |
| BJELOPETROVICH, PETER, GORMAN | I | MANAGING PARTNER | C | Control |
| BJELOPETROVICH, PETER, GORMAN | I | MANAGING PARTNER | C | Control |
| BJELOPETROVICH, PETER, GORMAN | I | MANAGING PARTNER | C | Control |
| BJELOPETROVICH, PETER, GORMAN | I | MANAGING PARTNER | C | Control |
| BJELOPETROVICH, PETER, GORMAN | I | MANAGING PARTNER | C | Control |
| BJELOPETROVICH, PETER, GORMAN | I | MANAGING PARTNER | C | Control |
| BJELOPETROVICH, PETER, GORMAN | I | MANAGING PARTNER | C | Control |
| BJELOPETROVICH, PETER, GORMAN | I | MANAGING PARTNER | C | Control |
| BJELOPETROVICH, PETER, GORMAN | I | MANAGING PARTNER | C | Control |
| BJELOPETROVICH, PETER, GORMAN | I | MANAGING PARTNER | C | Control |
| BJELOPETROVICH, PETER, GORMAN | I | MANAGING PARTNER | C | Control |
| HICKLE, SETH, WILLIAM WEBB | I | MANAGING PARTNER | C | Control |
| HICKLE, SETH, WILLIAM WEBB | I | MANAGING PARTNER | C | Control |
| HICKLE, SETH, WILLIAM WEBB | I | MANAGING PARTNER | C | Control |
| HICKLE, SETH, WILLIAM WEBB | I | MANAGING PARTNER | C | Control |
| HICKLE, SETH, WILLIAM WEBB | I | MANAGING PARTNER | C | Control |
| HICKLE, SETH, WILLIAM WEBB | I | MANAGING PARTNER | C | Control |
| HICKLE, SETH, WILLIAM WEBB | I | MANAGING PARTNER | C | Control |
| HICKLE, SETH, WILLIAM WEBB | I | MANAGING PARTNER | C | Control |
| HICKLE, SETH, WILLIAM WEBB | I | MANAGING PARTNER | C | Control |
| HICKLE, SETH, WILLIAM WEBB | I | MANAGING PARTNER | C | Control |
| HICKLE, SETH, WILLIAM WEBB | I | MANAGING PARTNER | C | Control |
| HUMPHRIES, JAMES, WILLIAM | I | MANAGING PARTNER | C | Control |
| HUMPHRIES, JAMES, WILLIAM | I | MANAGING PARTNER | C | Control |
| HUMPHRIES, JAMES, WILLIAM | I | MANAGING PARTNER | C | Control |
| HUMPHRIES, JAMES, WILLIAM | I | MANAGING PARTNER | C | Control |
| HUMPHRIES, JAMES, WILLIAM | I | MANAGING PARTNER | C | Control |
| HUMPHRIES, JAMES, WILLIAM | I | MANAGING PARTNER | C | Control |
| HUMPHRIES, JAMES, WILLIAM | I | MANAGING PARTNER | C | Control |
| HUMPHRIES, JAMES, WILLIAM | I | MANAGING PARTNER | C | Control |
| HUMPHRIES, JAMES, WILLIAM | I | MANAGING PARTNER | C | Control |
| HUMPHRIES, JAMES, WILLIAM | I | MANAGING PARTNER | C | Control |
| HUMPHRIES, JAMES, WILLIAM | I | MANAGING PARTNER | C | Control |
| VANDYGRIFF, MARK, ALLEN | I | MANAGING PARTNER | C | Control |
| VANDYGRIFF, MARK, ALLEN | I | MANAGING PARTNER | C | Control |
| VANDYGRIFF, MARK, ALLEN | I | MANAGING PARTNER | C | Control |
| VANDYGRIFF, MARK, ALLEN | I | MANAGING PARTNER | C | Control |
| VANDYGRIFF, MARK, ALLEN | I | MANAGING PARTNER | C | Control |
| VANDYGRIFF, MARK, ALLEN | I | MANAGING PARTNER | C | Control |
| VANDYGRIFF, MARK, ALLEN | I | MANAGING PARTNER | C | Control |
| VANDYGRIFF, MARK, ALLEN | I | MANAGING PARTNER | C | Control |
| VANDYGRIFF, MARK, ALLEN | I | MANAGING PARTNER | C | Control |
| VANDYGRIFF, MARK, ALLEN | I | MANAGING PARTNER | C | Control |
| VANDYGRIFF, MARK, ALLEN | I | MANAGING PARTNER | C | Control |
Registrations
Federal
IA
Nov 26, 2025 REGISTERED
Notice Filings (5)
CO IL IN LA TX
Address
8275 ALLISON POINTE TRAILSUITE 230
INDIANAPOLIS, IN 46250
United States
Phone: 317-348-4655