Peerless Wealth
Peerless Wealth is an SEC-registered mass-market adviser in Columbus, OH with $148.7M assets under management (AUM, regulatory AUM), +45% over one year. See who owns Peerless Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305807, SEC 801-129909, data through 2026-04-13.
- AUM (assets under management / regulatory AUM)
- $148.7M (2026-04-13)
- Firm type
- Mass-Market Adviser
- Location
- Columbus, OH
- Employees
- 3
- Clients
- 219
- CRD
- 305807
- Ownership
- Pascarella, Robert; THOMPSON, ERIK, OLIVER
How much AUM does Peerless Wealth have?
Peerless Wealth reported $148.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-13).
Who owns Peerless Wealth?
Disclosed owners and executives of Peerless Wealth include Pascarella, Robert, THOMPSON, ERIK, OLIVER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.