SourcingSourcing

PEACE OF MIND FINANCIAL, INC

B59
CRD 289067·SEC 801-122428·COLORADO SPRINGS, CO
AUM
$123.6M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$371K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PEACE OF MIND FINANCIAL, INC
CRD
289067
SEC file #
801-122428
EIN
—
DBA names
Peace Of Mind Financial Planning, Inc

Economics

AUM
$123.6M
AUM band
$100M-$500M
AUM trajectory
'22'26
$120.7M → $123.6M▲ +2%
Client mix
Individuals Other104
Individuals High Net Worth17

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
COLORADO SPRINGS CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
Hourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
lindaleitz.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEITZ, LINDA, YOWS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LEITZ, LINDA, YOWS
Parris-Exline, Danielle, Renee
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LINDALEITZ.COM
Rdap Domain Creation Date
2000-08-16T04:59:41Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3909
Soi Zip Pct 200k Plus
0.1373
Soi Zip Returns 200k Plus
2020
Soi Zip Total AGI
1,726,116
Fdic Zip Total Deposits
2,169,183,000
Fdic Zip Branch Count
77
Fdic Zip Top Banks
FirstBank
FirstBank of Colorado Springs

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Lpl Financial1
Fdic Zip Branches Raw
UMB Bank ColoradoColorado Springs, CO
UMB Bank ColoradoColorado Springs, CO
Fdic Zip HHI
2694.63
Fdic Zip Top Bank Share Pct
37.96
Fdic Zip Year
2019
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-16T04:59:41Z
Rdap Domain Last Changed
2026-01-21T16:06:11Z
Rdap Nameservers
Ns1045.ui-dns.bizNs1045.ui-dns.comNs1045.ui-dns.deNs1045.ui-dns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI35,124
Returns3,040
Stub 2
AGI94,314
Returns2,530
Stub 3
AGI116,519
Returns1,890
Soi Zip Total Business Income
53,448
Soi Zip Total Cap Gains
154,012
Soi Zip Total Dividends
43,869
Soi Zip Total Returns
14,710
Top Owner CRD
2311643
Trust Company Affiliate
No

People (2)

2
LEITZ, LINDA, YOWS
IAR · Direct Owner · 87.5%
2311643
Parris-Exline, Danielle, Renee
IAR · Direct Owner · 17.5%
7285794