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| Keyboard |
| Peerless Wealth LLC
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|---|---|
| CRD # | 305807 |
| SEC # | 801-129909 |
| CIK # | |
| AUM | 148.7 M (2026-04-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 614-824-2824 |
| Address | 1 E Campus View Blvd, Suite 210 Columbus, OH 43235 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 33.3 |
| (b) Individuals (high net worth individuals) | 79 | 88.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 26.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 421 | 148.7 |
| By Discretionary | ||
| Discretionary | 421 | 148.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 421 | 148.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.7 | |
| Total | 421 | 148.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Harborfront Financial LLC
✚
|
MI | 149.0 M |
|
Brookline Wealth LLC
✚
|
TX | 149.0 M |
|
Harvest Financial Partners LLC
✚
|
PA | 148.8 M |
|
Sandena Inc
✚
|
CA | 148.8 M |
|
Wagner Wealth Management Corp
✚
|
PA | 148.7 M |
|
Curtis Wealth Management LLC
✚
|
NV | 148.5 M |
|
Sonnet LLC
✚
|
TX | 148.4 M |
|
Arborfi Advisors LLC
✚
|
MI | 148.4 M |
|
Prestige Wealth Management Inc
✚
|
TX | 148.4 M |
|
Tax Efficient Asset Management Solution Inc
✚
|
CA | 148.3 M |