Peerless Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated April 13, 2026, reports $149M in regulatory assets under management, 3 employees, and 421 accounts.
Assets Under Management
$149M
Employees
3
Offices
--
Total Clients
220
Primary office
COLUMBUS, OH
1 E. CAMPUS VIEW BLVD., SUITE 210, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.6% of total clients.
Top client categories% of clientsClients
1
Individuals
63.6%
140
2
HNWI
35.9%
79
3
Investment Cos.
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$149Mas of April 13, 2026
Discretionary100.0%
$149M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$149M
Total Accounts421
10Y AUM Change+$61M (+69.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee73:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.