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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Value alpha
- Established Date
- 11-16-2021
- Office Locations
- 3
Office Locations
About Peace OF Mind Wealth Management
Peace of Mind Wealth Management is a Raleigh, NC RIA serving the Raleigh and Durham/Chapel Hill area with integrated retirement planning and investment management. The team aligns portfolio strategy with written income planning, tax and estate planning coordination, and health care considerations under a “one team, one plan, one fee” model, delivered through its trademarked Peace of Mind Pathway™ process. Custody includes Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
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Owner & Executives
RADON NEWTON STANCIL
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5305441
- Ownership
- 75% or more
MURSALEEN MOHAMMAD TARIQ
Certified Financial Planner, Managing Member
- CRD
- #6285352
- Ownership
- 10% but less than 25%
Crest quantum
Ridge horizon momentum
- CRD
- #90942
- Ownership
- 30.1%
Showing 2 of 3 owners & executives
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JOSHUA BENNETT BURGESS
--
- CRD
- #7596644
Aralys Mari Castillo
--
- CRD
- #8130765
Ridge prime
Alpha signal capital
- CRD
- #52930
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,345,420 | $323,085 |
| Non-Discretionary | $0 | -- |
| Total | $283,345,420 | $323,085 |
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Separately Managed Accounts
Total SMA Asset: $283,345,420
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,211,290,039 | 21.7% |
| Equity - Exchange | $1,936,947,666 | 34.7% |
| Cash | $2,433,744,041 | 43.6% |
| Total | $5,581,981,746 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT FRONTIER | RIDGE BRIDGE | NYY3M4LMY | LKZ | 8.04% | $71,502,734 |
| INSIGHT ELEMENT PATHWAY | ATLAS UNISON | HMPLA7FT9 | GSB | 9.96% | $63,442,573 |
| ZENITH FRONTIER BRIDGE | NORTH EMBER | DEX1P2UZB | JJVUQ | 4.52% | $59,404,365 |
| SIGNAL VERTEX RIDGE | ELEMENT ALPHA | ERLC43R6R | PVZ | 5.79% | $50,658,259 |
| RADIAL VECTOR | ELEMENT EMBER | M7SOK2XOT | JHHJ | 7.89% | $30,099,441 |
| QUANTUM ELEMENT | ELEMENT FRONTIER | 5SQYD908M | QEW | 9.89% | $102,973,154 |
| FOUNDATION FUSION MERIDIAN | MATRIX PEAK | 76NECL7ZS | ZRXZ | 7.71% | $35,284,594 |
| GLACIER QUANTUM | PIONEER FRONTIER | KIXITA1TT | IIT | 1.72% | $54,466,724 |