Peace of Mind Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated April 15, 2026, reports $283M in regulatory assets under management, 18 employees, 2 offices, and 877 accounts.
Assets Under Management
$283M
Employees
18
Offices
2 offices
Total Clients
329
Primary office
RALEIGH, NC
4101 LAKE BOONE TRAIL, SUITE 111, RALEIGH, NC, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.9% of total clients.
Top client categories% of clientsClients
1
Individuals
52.9%
174
2
HNWI
45.6%
150
3
Pension Plans
1.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$283Mas of April 15, 2026
Discretionary100.0%
$283M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$283M
Total Accounts877
10Y AUM Change+$283M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee18:1
10Y Employee Change+15 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.