Mindset Wealth Management, LLC

Mindset Wealth Management, LLC (CRD# 330384) is a financial advisory firm headquartered in Fishers, IN. They manage $205,710,044 in 113 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details

12161 Roundtree Rd, Fishers, IN 46037

https://www.mindsetwealthmanagement.com

By the Numbers

Total Assets Under Management

206

MILLION
Total Number of Accounts

113

ACCOUNTS
Average Account Value

$1,820,443

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CO, IL, IN, LA, TX

Financial Advisors at Mindset Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Peter G. Bjelopetrovich

CRD#: 5995059

12161 Roundtree Rd, Fishers, IN 46037

Peter Bjelopetrovich (CRD# 5995059) is an Investment Advisor Representative working at Mindset Wealth Management, LLC in Fishers, IN and has over 9 years of experience in the finance industry.

Mark A. Vandygriff

CRD#: 5459428

12161 Roundtree Rd, Fishers, IN 46037

Mark Vandygriff (CRD# 5459428) is an Investment Advisor Representative working at Mindset Wealth Management, LLC in Fishers, IN and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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