Peerless Wealth LLC
● SEC registered since 2024CRD 305807SEC# 801-129909Columbus, OH
Reg. AUM
$148.7M
Employees
3
Accounts
421
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 $148.7 million in regulatory assets under management and employs 3 people.
Peerless Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Oliver Thompson Control | President & Cco | Over 75% | 2019 |
| Robert Pascarella | Minority Owner | Under 5% | 2025 |
Frequently asked questions
How much does Peerless Wealth LLC manage?
Peerless Wealth LLC reports $148.7 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
| Address | 1 E. Campus View Blvd., Suite 210, Columbus, OH 43235 |
| Phone | 614-824-2824 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$148.7M▲ 45%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$148.7Mregulatory AUM
Discretionary $148.7M