Peace Of Mind Financial Planning, Inc
Peace Of Mind Financial Planning, Inc is an SEC-registered wealth manager in Colorado Springs, CO with $123.6M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Peace Of Mind Financial Planning, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289067, SEC 801-122428, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $123.6M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Colorado Springs, CO
- Employees
- 5
- Clients
- 121
- CRD
- 289067
- Ownership
- LEITZ, LINDA, YOWS; Parris-Exline, Danielle, Renee
How much AUM does Peace Of Mind Financial Planning, Inc have?
Peace Of Mind Financial Planning, Inc reported $123.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Peace Of Mind Financial Planning, Inc?
Disclosed owners and executives of Peace Of Mind Financial Planning, Inc include LEITZ, LINDA, YOWS, Parris-Exline, Danielle, Renee. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.