POM INVESTMENT STRATEGIES, LLC
Legal name: PEACE OF MIND WEALTH MANAGEMENT
CRD #317067 SEC #801-122681 RALEIGH, NC 919-787-8866
SEC Registered
Total AUM
$214.1M
Discretionary
$203M
Employees
7
Clients
101
Accounts
783
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $214.1M | $203M | $11.1M | 7 | 0 |
| Aug 2025 | $214.1M | $203M | $11.1M | 7 | 0 |
| Aug 2025 | $214.1M | $203M | $11.1M | 7 | 0 |
| May 2025 | $214.1M | $203M | $11.1M | 7 | 0 |
| Feb 2025 | $214.1M | $203M | $11.1M | 7 | 0 |
| Sep 2024 | $169.3M | $156.3M | $13M | 7 | 0 |
| Mar 2024 | $169.3M | $156.3M | $13M | 7 | 0 |
| Nov 2023 | $137.3M | $128M | $9.3M | 7 | 0 |
| Nov 2023 | $137.3M | $128M | $9.3M | 7 | 0 |
| Apr 2023 | $137.3M | $128M | $9.3M | 7 | 0 |
| Apr 2023 | $137.3M | $128M | $9.3M | 7 | 0 |
| Mar 2023 | $137.3M | $128M | $9.3M | 7 | 0 |
| Jan 2023 | $141.6M | $132.4M | $9.2M | 7 | 0 |
| Dec 2022 | $141.6M | $132.4M | $9.2M | 5 | 0 |
| Dec 2022 | $141.6M | $132.4M | $9.2M | 5 | 0 |
| Oct 2022 | $141.6M | $132.4M | $9.2M | 4 | 0 |
| Jun 2022 | $141.6M | $132.4M | $9.2M | 4 | 0 |
| Feb 2022 | $141.6M | $132.4M | $9.2M | 4 | 0 |
| Feb 2022 | $0 | $0 | $0 | 4 | 0 |
| Feb 2022 | $0 | $0 | $0 | 4 | 0 |
| Dec 2021 | $0 | $0 | $0 | 3 | 0 |
| Nov 2021 | $0 | $0 | $0 | 3 | 0 |
| Oct 2021 | $0 | $0 | $0 | 3 | 0 |
| Oct 2021 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$214.1M
Discretionary$203M
Non-Disc.$11.1M
Employees7
Clients0
DateAug 2025
Total AUM$214.1M
Discretionary$203M
Non-Disc.$11.1M
Employees7
Clients0
DateAug 2025
Total AUM$214.1M
Discretionary$203M
Non-Disc.$11.1M
Employees7
Clients0
DateMay 2025
Total AUM$214.1M
Discretionary$203M
Non-Disc.$11.1M
Employees7
Clients0
DateFeb 2025
Total AUM$214.1M
Discretionary$203M
Non-Disc.$11.1M
Employees7
Clients0
DateSep 2024
Total AUM$169.3M
Discretionary$156.3M
Non-Disc.$13M
Employees7
Clients0
DateMar 2024
Total AUM$169.3M
Discretionary$156.3M
Non-Disc.$13M
Employees7
Clients0
DateNov 2023
Total AUM$137.3M
Discretionary$128M
Non-Disc.$9.3M
Employees7
Clients0
DateNov 2023
Total AUM$137.3M
Discretionary$128M
Non-Disc.$9.3M
Employees7
Clients0
DateApr 2023
Total AUM$137.3M
Discretionary$128M
Non-Disc.$9.3M
Employees7
Clients0
DateApr 2023
Total AUM$137.3M
Discretionary$128M
Non-Disc.$9.3M
Employees7
Clients0
DateMar 2023
Total AUM$137.3M
Discretionary$128M
Non-Disc.$9.3M
Employees7
Clients0
DateJan 2023
Total AUM$141.6M
Discretionary$132.4M
Non-Disc.$9.2M
Employees7
Clients0
DateDec 2022
Total AUM$141.6M
Discretionary$132.4M
Non-Disc.$9.2M
Employees5
Clients0
DateDec 2022
Total AUM$141.6M
Discretionary$132.4M
Non-Disc.$9.2M
Employees5
Clients0
DateOct 2022
Total AUM$141.6M
Discretionary$132.4M
Non-Disc.$9.2M
Employees4
Clients0
DateJun 2022
Total AUM$141.6M
Discretionary$132.4M
Non-Disc.$9.2M
Employees4
Clients0
DateFeb 2022
Total AUM$141.6M
Discretionary$132.4M
Non-Disc.$9.2M
Employees4
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0