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Mursaleen Mohammad Tariq

Investment adviser representative at Peace of Mind Wealth Management
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$283.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Quincy Wells Advisors, LLCJul 2026 to now
  2. Quincy Wells Capital, LLCJul 2026 to now
  3. Pom Investment Strategies, LLCNov 2021 to now
  4. Peace of Mind Wealth Management, LLCApr 2020 to now
  5. Reutemann Financial Solutions, Inc.Apr 2012 to Nov 2021
  6. Diversified Estate ServicesApr 2012 to Apr 2020

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 2 states (NC, TX).

Peace of Mind Wealth Management

Legal name: Pom Investment Strategies, LLC

$283.3MAssets managed
329Clients
8Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6285352
Firm CRD
317067
Advisor's SEC record (opens in a new tab)
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