Description of Advisory Firm Mindset Wealth Management, LLC (hereby known as “Mindset,” “we,” “us” or the “Firm”) is a privately owned limited liability company headquartered in Fishers, IN. Mindset is registered as an investment adviser with the U.S. Securities and Exchange Commission. The Firm was formed in 2024 and is owned by Peter Bjelopetrovich, Seth Hickle, James Humpries, and Mark Vandygriff. As of May 1, 2024, Mindset managed approximately $205,710,044 in assets, all on a discretionary basis. The Firm does not offer a wrap program. While this brochure generally describes the business of the Firm, certain sections also discuss the activities of its Supervised Persons, which refer to the Firm’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), employees, or any other person who provides investment advice on the Firm’s behalf and is subject to the Firm’s supervision or control. Advisory Services Offered The Firm offers discretionary investment management and financial planning. Prior to the Firm rendering any of the foregoing advisory services, clients are required to enter into one or more written agreements with the Firm setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). Please note that the information in this Brochure is necessarily general and does not address all details of the Firm’s services. Because certain terms of a client’s Advisory Agreement are negotiable, clients should always refer to their individual Advisory Agreement for terms that apply specifically to them. Investment Management Services The Firm offers continuous and regular investment supervisory services on a discretionary basis as well as financial planning. While we work with clients, we have the ongoing responsibility to select and/or make recommendations based upon the objectives of

the client, as to specific securities or other investments that he/she recommends or purchases/sells in clients’ accounts. We utilize a variety of investment types when making investment recommendations/purchases in client accounts which include, but are not limited to equity securities, fixed-income securities, alternatives, mutual funds, and Independent Managers. The investments recommended/purchased are based on the client’s individual needs, goals, and objectives. The Firm offers investment advice on any investment held by the client at the start of the advisory relationship. We describe the material investment risks under Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss. Financial Planning may be provided to clients as a part of the Investment Management Services. When being provided as a separate service it is described in this section under Financial Consulting Services below. We discuss our discretionary authority below under Item 16 – Investment Discretion. For more information about the restrictions clients can put on their accounts, see Tailored Services and Client Imposed Restrictions in this item below. We describe the fees charged for investment management services below under Item 5 – Fees and Compensation. Financial Planning The Firm provides financial planning services to individuals, families, and other c lients regarding their financial resources based upon an analysis of the client’s current situation, goals, and objectives. Financial planning services are included in the management fees outlined in the advisory agreement. Use of Independent Managers and Sub-Advisors The Firm does not currently utilize Independent Managers and/or Sub-Advisors Wrap Program The Firm does not currently offer a Wrap Program.