PEERLESS WEALTH LLC

PEERLESS WEALTH LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 305807). Regulatory assets under management: $148.7M.

Registration

• CRD: 305807
• SEC file number: 801-129909
• Type: Registered investment adviser
• Location: 1 E. CAMPUS VIEW BLVD., SUITE 210, COLUMBUS, OH, 43235
• Phone: 614-824-2824
• Latest filing: 2026-07-24
• Regulatory AUM: $148.7M
• Discretionary AUM: $148.7M
• Clients: 3
• Accounts: 421

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305807 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search