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 operates as an independent registered investment adviser that identifies itself as a capital allocator to both individual/family and institutional clients. The firm is organized as an LLC and was registered with the SEC in 2024. Its compensation mixes asset-based fees and hourly charges. Advisory services listed by the firm include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and the selection of other advisers. The firm reports it does not pursue ESG investing as an active strategy.