Investment adviser · CRD 305807
PEERLESS WEALTH
Investment adviser filing (IA)
PEERLESS WEALTH LLC
COLUMBUS, OH, United States · Form ADV filed Aug 20, 2026
- Regulatory AUM
- $149M Form ADV · Item 5.F
- Client accounts
- 421 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 79 | $88,889,554 | 59.8% |
| Individuals | 140 | $33,291,989 | 22.4% |
| Investment companies | 1 | $26,471,107 | 17.8% |
Filing source
Form ADV 2127209 · Aug 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
1 E. CAMPUS VIEW BLVD., SUITE 210COLUMBUS, OH, 43235, United States
CRD 305807
Filing source
Form ADV 2127209 · Aug 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.