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PEACE OF MIND WEALTH MANAGEMENT

RALEIGH, NC · CRD 317067 · IAPD ↗ · pomwealth.net · 919-787-8866

$283.3MRegulatory AUM
7Advisory reps
18Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — PEACE OF MIND WEALTH MANAGEMENT reported RAUM up 32% ($214.1M -> $283.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — PEACE OF MIND WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
June 2025 — PEACE OF MIND WEALTH MANAGEMENT notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2025 — PEACE OF MIND WEALTH MANAGEMENT reported RAUM up 26% ($169.3M -> $214.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.