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Peerless Wealth LLC

● SEC registered since 2024CRD 305807SEC# 801-129909Columbus, OH
Export (members)
Reg. AUM
$102.2M
Employees
3
Accounts
404
Location
Columbus, OH

Peerless Wealth LLC assets under management

Peerless Wealth LLC is a registered investment adviser overseen by the SEC based in Columbus, OH. The firm has been registered since 2024. It reports $102.2 million in regulatory assets under management and employs 3 people.
www.youtube.com/@peerlesswealthllc3661/videosView on SEC.gov ↗

Peerless Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Erik Oliver Thompson ControlPresident & CcoOver 75%2019

Frequently asked questions

How much does Peerless Wealth LLC manage?

Peerless Wealth LLC reports $102.2 million in regulatory assets under management on its Form ADV.

How many employees does Peerless Wealth LLC have?

Peerless Wealth LLC reports 3 employees.

Where is Peerless Wealth LLC located?

Peerless Wealth LLC is based in Columbus, OH and has been SEC-registered since 2024.

Does Peerless Wealth LLC disclose fund performance?

Peerless Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 E. Campus View Blvd., Suite 210, Columbus, OH 43235
Phone614-824-2824
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$102.2M
Non-discretionary$0
Total (RAUM)$102.2M