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PEACE OF MIND WEALTH MANAGEMENT
POM INVESTMENT STRATEGIES, LLC
CRD 317067 · SEC 801-122681
4101 LAKE BOONE TRAIL, SUITE 111, RALEIGH, NC, 27607, United States
Phone
919-787-8866
Fax
919-944-4177
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$283.3M
Discretionary AUM
$283.3M
Team
18 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $104.6M |
| High net worth individuals | 150 | $175.7M |
| Pension/profit sharing plans | 5 | $3.1M |
States served
NC, PA, SC, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD