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PEERLESS WEALTH

COLUMBUS, OH · CRD 305807 · IAPD ↗ · 614-824-2824

$148.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — PEERLESS WEALTH added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
May 2024 — PEERLESS WEALTH (COLUMBUS, OH) is newly SEC-registered with $87.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.