Peerless Wealth

RIASEC RegisteredEst. 2024

Total AUM

$149M

Discretionary

$149M

100% of AUM

Avg account

$353K

Accounts

421

Employees

Advisory reps

Firm details

Headquarters: Columbus, Ohio
CRD number: 305807
Registered since: April 11, 2024
Website: www.peerless-wealth.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI59.8%
Individuals22.4%
Investment Companies17.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Peerless Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm operates as a capital allocator for both individual/family and institutional clients, combining financial planning with discretionary portfolio management across individuals, small businesses and investment companies. Core advisory services listed in its filings include financial planning, portfolio management, pension consulting and the selection of third‑party advisers. Fee arrangements are primarily a percentage of assets under management, with hourly engagements available. The firm does not identify itself as an active ESG investor.