Managing Partner · Mindset Wealth Management, LLC
Mark A. Vandygriff
CRD 5459428 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Mindset Wealth Management, LLC, an SEC-registered wealth manager based in Indianapolis, IN with $445 million in regulatory assets, lists Mark A. Vandygriff on its Form ADV as Managing Partner, a control person. The SEC filings also name Mark at 1 other registered adviser.
Firms and roles
- Mindset Wealth Management, LLCManaging PartnerWealth manager · Indianapolis, IN · $445M in regulatory assets
- Mindset Asset Management, LLCManaging PartnerAsset manager · Indianapolis, IN · $0M in regulatory assets
AtlasMembers
Mark’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Peter G. BjelopetrovichManaging Partner, Mindset Wealth Management, LLC
- Seth W. HickleManaging Partner, Mindset Wealth Management, LLC
- James W. HumphriesManaging Partner, Mindset Wealth Management, LLC
- Ashley BuchananChief Compliance Officer, Mindset Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.