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 SEC-registered in 2024. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts, and it charges clients on a percentage-of-assets basis in addition to offering hourly billing for certain work. Core advisory capabilities include financial planning, discretionary portfolio management for individuals and small businesses, management for investment companies, selection of sub-advisers, and pension-related consulting services. Peerless Wealth does not self-identify as an active ESG investor.