Peerless Wealth

4 registered advisors · 0 reported ETFs · $0 reported ETF value · $148.7M regulatory AUM

Peerless Wealth is an investment adviser that files Form ADV with the SEC in Columbus, OH, with 4 registered advisors, reporting $148.7M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-08-20 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$148.7MLowTop 83%
  • Clients per advisor55LowTop 52%
  • Average AUM per client$675.7KLowTop 85%
  • High-net-worth share of clients35.9%ModerateTop 31%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-08-20. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2024-04-11
SEC file number
801-129909
Form version
10/2021
Latest Form ADV filing
2026-08-20
Address
1 E. Campus View Blvd., Suite 210, Columbus, OH 43235, United States
Phone
614-824-2824
Website
http://peerless-wealth.com

Size

People and clients

Items 5.A through 5.D.

Employees
4
Registered advisors
4
Offices
4
Clients
220
Clients per advisor
55
High-net-worth share of clients
35.9%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$148,652,650
Discretionary AUM
$148,652,650
Non-discretionary AUM
$0
Total accounts
421
Average AUM per client
$675,694

Clients

Who the firm serves

Item 5.D, by reported assets.

  • High net worth individuals79 clients
    $88.9M
  • Individuals (non-HNW)140 clients
    $33.3M
  • Investment companies1 client
    $26.5M

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Portfolio Management: Investment Companies; Pension Consulting Services; Selection of Other Advisers
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Hourly Charges
Other business activities
Engaged in Other Business

Source: SEC Form ADV filed by CRD 305807. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
1 E. Campus View Blvd.ColumbusOH2
1 E Campus View Blvd.ColumbusOH1
Spring, TXSpringTX1
3350 Spring Stuebner Rd.SpringTX1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.