CRD: 330384
Mindset Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BeaconPathway +more
- Established Date
- 03-26-2024
- Office Locations
- 1
Office Locations
About Mindset Wealth Management, LLC
Mindset Wealth Management is an SEC-registered RIA based in Indianapolis serving clients nationwide with asset management, financial planning, and trust/estate planning. The firm’s investment work emphasizes US-based equity strategies and option overlay strategies executed directly in client accounts (SMA/separately managed accounts). Clients access portfolios via an MWM portal, with Schwab login supported.
Team overview
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Custodian
Investment Themes
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Owner & Executives
PETER GORMAN BJELOPETROVICH
Investment Advisor, Managing Partner
- CRD
- #5995059
- Ownership
- Less than 5%
SETH WILLIAM WEBB HICKLE
Advisor, Managing Partner
- CRD
- #5786760
- Ownership
- Less than 5%
Timber insight
Signal element
- CRD
- #34707
- Ownership
- 21.5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $445,495,566 | $1,614,114 |
| Non-Discretionary | $0 | -- |
| Total | $445,495,566 | $1,614,114 |
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Separately Managed Accounts
Total SMA Asset: $445,495,566
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,071,943,951 | 30.0% |
| Public Funds | $1,864,749,556 | 27.0% |
| Cash | $1,768,058,839 | 25.6% |
| Derivatives | $1,201,727,492 | 17.4% |
| Total | $6,906,479,838 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL ELEMENT VITAL | MOMENTUM VERTEX | RSAF0W7J9 | SDSGZ | 6.64% | $41,508,948 |
| VITAL CATALYST | EMBER PRIME | 4ZLF8A3N8 | WUTNQ | 0.93% | $56,918,002 |
| ZENITH LEGACY PATHWAY | FOUNDATION ZENITH | VGJ989F1Z | WDJIQ | 1.86% | $69,160,447 |
| DELTA OAK | RADIAL PIONEER | JMI3HGD1Y | ZEAEX | 5.58% | $95,263,105 |
| MATRIX UNISON ZENITH | FOCUS SIGNAL | 44EO1UE4Z | HHK | 2.39% | $85,175,144 |
| FRONTIER CREST ALPHA | TIMBER CATALYST | IHPNRL6ZJ | VTPQR | 2.84% | $93,965,574 |
| VECTOR VERTEX | GLACIER FOUNDATION | 62CTOBAI7 | VHI | 1.95% | $102,107,683 |
| RADIAL CAPITAL PIONEER | ALPHA VECTOR | 65U7JYFGW | BJQC | 9.74% | $62,878,356 |