SEC Form ADV

PEACE OF MIND WEALTH MANAGEMENT

Firm profile: Peace of Mind Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNC

$283.3M

Assets Under Management

Employees

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Registration Details

Accession: crd-317067
Location: RALEIGH, NC
Filing Date: September 25, 2026
AUM: $283.3M
Institutional Clients: 5
Employees: 18
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

PEACE OF MIND WEALTH MANAGEMENT is a registered investment adviser headquartered in RALEIGH, NC, managing approximately $283.3M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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