LP Profile

Mindset Wealth Management

Also known as mindset wealth

Wealth ManagerIndianapolis, United StatesFounded 2024

Indianapolis

Headquarters

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About Mindset Wealth Management

Mindset Wealth Management is a wealth manager based in Indianapolis, US. Founded in 2024.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Mindset Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $445.5M
Total Clients: 276
Filing Date: May 6, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

Signal Feed

Recent Filings

Public filings matched to Mindset Wealth Management across SEC, IRS, DOL and international registers — newest first.

13F

MINDSET WEALTH MANAGEMENT, LLC

Aug 4, 2026 · 2026 Q2

$519.1M

FORM ADV

MINDSET WEALTH MANAGEMENT, LLC

Jun 17, 2026

$445.5M

13F

MINDSET WEALTH MANAGEMENT, LLC

Apr 22, 2026 · 2026 Q1

$372.5M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Mindset Wealth Management?

Mindset Wealth Management is a wealth manager based in Indianapolis, United States.

Where is Mindset Wealth Management headquartered?

Mindset Wealth Management is headquartered in Indianapolis, United States.

When was Mindset Wealth Management founded?

Mindset Wealth Management was founded in 2024.

How can I contact Mindset Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Mindset Wealth Management are available on LPbacked. Create a free account to access them.