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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2023
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, JERRY BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| BRIGGS, RONALD, JOHN | I | CO-OWNER & IAR | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
| MURRY'S VENTURES LLC | DE | OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| SCHADLER, BLAIR, BRUCE | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | F | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | DE | MURRY'S VENTURES LLC | E | |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, LAUREN, ANGELINA | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MICHAEL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
| DEFRANCESO, ROCCY, MITCHELL | I | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | C | Control |
Registrations
Federal
IA
Mar 30, 2023 REGISTERED
Notice Filings (7)
CA FL IL IN MA MI NV
Address
1024 E. GRAND RIVER AVE.BRIGHTON, MI 48116
United States
Phone: (810) 207-5311