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| Peace of MIND Private Wealth Management LLC
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|
|---|---|
| CRD # | 317455 |
| SEC # | 801-122775 |
| CIK # | |
| AUM | $2.9 MM (2023-03-30) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 810-207-5311 |
| Address | 1024 E Grand River Ave Brighton, MI 48116 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 2.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 49 | 2.9 |
| By Discretionary | ||
| Discretionary | 49 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 49 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 49 | 2.9 |
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|---|---|---|
|
Tradingvalley Inc
✚
|
0.0 | |
|
Mandeville Private Client USA Inc
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|
0.0 | |
|
Cystein Management LLC
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|
0.0 | |
|
WealthJar Investment Advisory LLC
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|
HI | 0.0 |
|
Fiduciary Investment Trusts LLC
✚
|
KS | 0.0 |
|
Christmas Corporation
✚
|
0.0 | |
|
TSP Financial LLC
✚
|
FL | 0.0 |
|
Puentes Mayorga Advisers SAS
✚
|
0.0 | |
|
Emergent Capital Services LLC
✚
|
OH | 0.0 |
|
Scientific Investment Management LLC
✚
|
MA | 0.0 |