PEERLESS WEALTH LLC
Legal name: PEERLESS WEALTH
CRD #305807 SEC #801-129909 COLUMBUS, OH 614-824-2824
SEC Registered
Total AUM
$102.2M
Discretionary
$102.2M
Employees
3
Clients
0
Accounts
404
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $102.2M | $102.2M | $0 | 3 | 0 |
| Mar 2025 | $102.2M | $102.2M | $0 | 3 | 0 |
| Mar 2024 | $87.8M | $87.8M | $0 | 2 | 1 |
| Mar 2024 | $87.8M | $87.8M | $0 | 2 | 1 |
DateDec 2025
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$87.8M
Discretionary$87.8M
Non-Disc.$0
Employees2
Clients1
DateMar 2024
Total AUM$87.8M
Discretionary$87.8M
Non-Disc.$0
Employees2
Clients1