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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Pascarella, Robert | I | MINORITY OWNER | NA | |
| THOMPSON, ERIK, OLIVER | I | PRESIDENT & CCO | E | Control |
| THOMPSON, ERIK, OLIVER | I | PRESIDENT & CCO | E | Control |
| THOMPSON, ERIK, OLIVER | I | PRESIDENT & CCO | E | Control |
| THOMPSON, ERIK, OLIVER | I | PRESIDENT & CCO | E | Control |
Registrations
Federal
IA
Dec 8, 2025 REGISTERED
Notice Filings (3)
FL OH TX
Address
1 E. CAMPUS VIEW BLVD., SUITE 210COLUMBUS, OH 43235
United States
Phone: 614-824-2824