Overview
Assets Under Management: $149 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 79
Average Client Assets: $1.1 million
Frequently Asked Questions
PEERLESS WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305807), PEERLESS WEALTH is subject to fiduciary duty under federal law.
PEERLESS WEALTH is headquartered in COLUMBUS, OH.
PEERLESS WEALTH serves 79 high-net-worth clients according to their SEC filing dated April 13, 2026. View client details ↓
According to their SEC Form ADV, PEERLESS WEALTH offers financial planning, portfolio management for individuals, portfolio management for businesses, pension consulting services, and selection of other advisors. View all service details ↓
PEERLESS WEALTH manages $149 million in client assets according to their SEC filing dated April 13, 2026.
According to their SEC Form ADV, PEERLESS WEALTH serves high-net-worth individuals, businesses, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.80%
Average Client Assets: $1.1 million
Total Client Accounts: 421
Discretionary Accounts: 421
Regulatory Filings
CRD Number: 305807
Filing ID: 2094017
Last Filing Date: 2026-04-13 13:07:29