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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUNN, MORGAN | I | MANAGING MEMBER | NA | |
| DUNN, MORGAN | I | MANAGING MEMBER | NA | |
| DUNN, MORGAN | I | MANAGING MEMBER | NA | |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| STANCIL, RADON, NEWTON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| TARIQ, MURSALEEN, MOHAMMAD | I | MANAGING MEMBER | B | Control |
| TARIQ, MURSALEEN, MOHAMMAD | I | MANAGING MEMBER | B | Control |
| TARIQ, MURSALEEN, MOHAMMAD | I | MANAGING MEMBER | B | Control |
| TARIQ, MURSALEEN, MOHAMMAD | I | MANAGING MEMBER | B | Control |
| TARIQ, MURSALEEN, MOHAMMAD | I | MANAGING MEMBER | B | Control |
| TARIQ, MURSALEEN, MOHAMMAD | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (6)
FL NC PA SC TX UT
Address
4101 LAKE BOONE TRAILSUITE 111
RALEIGH, NC 27607
United States
Phone: 919-787-8866