PEACE OF MIND WEALTH MANAGEMENT

4101 Lake Boone Trail
Suite 111
Raleigh, North Carolina 27607
Tel: 919-787-8866

About PEACE OF MIND WEALTH MANAGEMENT

PEACE OF MIND WEALTH MANAGEMENT, formally registered with the SEC as PEACE OF MIND WEALTH MANAGEMENT. The firm was established in 11/16/2021. They have over 2 offices throughout the country.

PEACE OF MIND WEALTH MANAGEMENT is a Raleigh, North Carolina based Financial Planning firm with nearly $214,091,523 assets under management, offering retirement planning & investment advisory services to 783 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317067
SEC#	801-122681
Assets Managed by Firm	$214,091,523
No. of Clients	783
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	783	$214,091,523
Individuals (other than high net worth individuals)	172	$124,391,594
High net worth individuals	59	$87,396,300
Pension and profit sharing plans	11	$2,303,629

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