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Peace Of Mind Wealth Management CRD 317067
$283M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-17 |
| NC | RA | APPROVED | 2022-01-01 |
Branch Locations
4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Estate Service, Llc | Raleigh | NC | 01/2001 | 04/2020 |
| Reutemann Financial Solutions, Inc. | Rockville | MD | 04/2012 | 11/2021 |
| Peace Of Mind Wealth Management, Llc | Raleigh | NC | 04/2020 | Present |
| Pom Investment Strategies, Llc | Raleigh | NC | 11/2021 | Present |
PEACE OF MIND WEALTH MANAGEMENT, LLC, RALEIGH, NC, FIXED INSURANCE PRODUCTS, 04/2020, 25% OF TIME. I am licensed and sell fixed insurance products that are commissioned based. Owner; Investment related: Yes; 4101 Lake Boone Trail, Suite 111 Raleigh NC 27607 United States; Insurance agency; Duties: owner ; 2020-04-01; Hours per month devoted to business during trading hours: 25; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 25; Managing member, POM Tax Strategies, LLC. Tax preparation and filing services. Affiliated entity under common ownership. Hours per month devoted to business during trading hours - 25.
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