ADVISOR SHARE WEALTH MANAGEMENT
PEACE OF MIND PLANNING LLC Legal Name
Adviser information for ADVISOR SHARE WEALTH MANAGEMENT last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 24 |
|---|---|
| Investment Advisory/Research | 22 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 22 |
| Licensed Agents of an Insurance Company | 22 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 207 | $48.0M |
| Non-Discretionary | 0 | $0 |
| Total | 207 | $48.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 199 | $22.4M |
| HNW Individuals | 6 | $22.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $3.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $400,000 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesINVESTMENT PLATFORM FEES |
Identifiers
| SEC RIA File Number | 801-127122 |
|---|---|
| SEC ERA File Number | 801-127122 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307997 |
| Legal Entity Identifier | None |
Principal Office
13231 SE 36TH STREETSUITE 215
BELLEVUE
WA
United States
Monday - Friday, 9AM TO 5PM
Tel: 866-232-3251, Fax: None
Chief Compliance Officer
BLAIR SCHADLER
OWNER
2945 WINDSOR DRIVE
SAINT JOSEPH
MI
United States
Tel:
866-232-3251
B****@*****************M
(Full email address available in API data)
Industry Affiliates
| CROSSLINK CAPITAL GROUP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ROWAN STREET ADVISORS, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SCHADLER FINANCIAL, LLC | Insurance company or agency |
| SYNERGY ASSET MANAGEMENT, LLC | Other investment adviser, including financial planners |
| SYNERGY ASSET MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SYNERGY FINANCIAL SERVICES, INC. | Insurance company or agency |
| SYNERGY MERGERS & ACQUISITIONS, LLC DBA SYNERGY | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHADLER, BLAIR, BRUCE | Individual | – | OWNER; CHIEF COMPLIANCE OFFICER | 04/2020 | 10-25% |
| MURRY'S VENTURES LLC | Domestic Entity | – | OWNER | 04/2020 | 10-25% |
| LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | Domestic Entity | MURRY'S VENTURES LLC | OWNER | 01/2015 | > 75% |
| DEFRANCESO, ROCCY, MICHAEL | Individual | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | TRUSTEE | 01/2015 | |
| DEFRANCESO, ROCCY, MITCHELL | Individual | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | OWNER | 01/2015 | 50-75% |
| DEFRANCESO, LAUREN, ANGELINA | Individual | LAUREN AND ROCCY DEFRANCESCO 2015 GIFT TRUST | OWNER | 01/2015 | 50-75% |
| SYNERGY FINANCIAL SERVICES, INC. | Domestic Entity | – | OWNER | 11/2022 | 50-75% |
| MAAS, JOSEPH, MERRELL | Individual | SYNERGY FINANCIAL SERVICES, INC. | OWNER | 07/2001 | > 75% |
| DEFRANCESO, ROCCY, MICHAEL | Individual | MURRY'S VENTURES LLC | MANAGER | 01/2015 | |
| M33 HOLDINGS, LLC | Domestic Entity | – | OWNER | 11/2022 | 10-25% |
| McDonald, Daniel, W | Individual | M33 HOLDINGS, LLC | OWNER | 11/2022 | > 75% |