Peerless Wealth
28yrs
Top 14% by experience in Columbus
Peerless Wealth
Columbus, OH. Legal name: Peerless Wealth LLC
About the firm
A registered investment advisory firm based in Columbus, Ohio. It manages about $149 million for roughly 219 individual clients. Services include financial planning, investment management for individuals and small businesses, managing mutual funds.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees
Typical client size ?$557,907
Assets under management ?$149 million
Individual clients219
Median years of experience8
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesManaging mutual fundsRetirement plan consultingChoosing other investment managers
Advisors at Peerless Wealth
4Advisors
8Median years of experience
2States with offices
1Offices
Also known as
Peerless · PW · Peerless Wealth LLC
About Peerless Wealth
How do I contact Peerless Wealth?
Call the main office at (614) 824-2824. The main office is at 1 E. Campus View Blvd., Suite 210, Columbus, OH 43235.
How is Peerless Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees. Ask for your total yearly cost in dollars.
What services does Peerless Wealth offer?
Financial planning, Investment management for individuals and small businesses, Managing mutual funds, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Peerless Wealth?
We list 4 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.