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PEACELINK FINANCIAL PLANNING LLC

Advisory

VIRGINIA BEACH, VA

Data as of Feb 13, 2026 · Source: SEC Form ADV

Average account

$79K

across 355 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

71 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

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PATHWAY FINANCIAL PLANNING, INC.

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$28M

TYTON WEALTH MANAGEMENT LLC

$28M

OLD DOMINION FINANCIAL ADVISORS, LTD.

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