PEACE OF MIND PRIVATE WEALTH MANAGEMENT, LLC
Legal name: PEACE OF MIND WEALTH MANAGEMENT
CRD #317455 SEC #801-122775 BRIGHTON, MI (810) 207-5311
SEC Registered
Total AUM
$2.9M
Discretionary
$2.9M
Employees
8
Clients
0
Accounts
49
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $2.9M | $2.9M | $0 | 8 | 0 |
| Nov 2022 | $6.8M | $6.8M | $0 | 7 | 0 |
| Aug 2022 | $6.8M | $6.8M | $0 | 7 | 0 |
| Jun 2022 | $6.8M | $6.8M | $0 | 7 | 0 |
| Jun 2022 | $6.8M | $6.8M | $0 | 7 | 0 |
| Apr 2022 | $6.8M | $6.8M | $0 | 7 | 0 |
| Apr 2022 | $6.8M | $6.8M | $0 | 7 | 0 |
| Mar 2022 | $0 | $0 | $0 | 5 | 0 |
| Feb 2022 | $0 | $0 | $0 | 5 | 0 |
| Jan 2022 | $0 | $0 | $0 | 5 | 0 |
| Jan 2022 | $0 | $0 | $0 | 5 | 0 |
| Dec 2021 | $0 | $0 | $0 | 2 | 0 |
| Dec 2021 | $0 | $0 | $0 | 2 | 0 |
| Dec 2021 | $0 | $0 | $0 | 2 | 0 |
| Oct 2021 | $0 | $0 | $0 | 2 | 0 |
DateMar 2023
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$6.8M
Discretionary$6.8M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$6.8M
Discretionary$6.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2022
Total AUM$6.8M
Discretionary$6.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2022
Total AUM$6.8M
Discretionary$6.8M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$6.8M
Discretionary$6.8M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$6.8M
Discretionary$6.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0