Mindset Wealth Management
Financial Services • 
Fishers, Indiana, United States • 1-10 Employees
Company overview
| Headquarters | Fishers, Indiana, United States |
| Phone number | +13173484655 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Asset Management, Trust And Estate Planning |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Mindset Wealth Management
Peter Bjelopetrovich
Managing Partner, Founder, Advisor
Mindset Wealth Management Email Formats
Mindset Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@mindsetwealthmanagement.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@mindsetwealthmanagement.com | 100% |
About Mindset Wealth Management
The goal is not to do business with everyone, the goal is to do business with people who believe what you believe. We chose to focus on mindset and believe this is the ultimate filter to a successful, trust based relationship. When doing such deep, personal work as helping clients manage their finances, life is too short to 'be assigned' to an advisor. Investment advisory services offered through Mindset Wealth Management LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
Mindset Wealth Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Mindset Wealth Management has 1 employees across 1 departments.
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Number of employees
Funding Data
Mindset Wealth Management has never raised funding before.
Mindset Wealth Management Tech Stack
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