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PEERLESS WEALTH
PEERLESS WEALTH LLC
CRD 305807 · SEC 801-129909
1 E. CAMPUS VIEW BLVD., SUITE 210, COLUMBUS, OH, 43235, United States
Phone
614-824-2824
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$148.7M
Discretionary AUM
$148.7M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $33.3M |
| High net worth individuals | 79 | $88.9M |
| Investment companies | 1 | $26.5M |
All web addresses on file
Official SEC filing: View on IAPD