Taylor Kay Wolverton
Investment adviser representative at Peace of Mind Wealth Management
7 yearsExperience
3 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
7 years in the industry.
- Peace of Mind Wealth Management, LLCOct 2022 to now
- Pom Investment Strategies, LLCOct 2022 to now
- NAMay 2022 to Sep 2022
- Wealth Mode Financial PlanningJan 2021 to May 2022
- Deseret Mutual Benefits AdministratorsDec 2019 to Dec 2020
- Chemtech Ford LabsMar 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (NC, TX, UT).
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
- 7528366
- Firm CRD
- 317067