Peerless Wealth

Peerless Wealth (CRD# 305807) is a financial advisory firm headquartered in Columbus, OH. They manage $87,770,000 in 304 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1 E. Campus View Blvd., Suite 210, Columbus, OH 43235
https://www.youtube.com/@peerlesswealthllc3661/videos
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $288,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Peerless Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Erik Thompson, financial advisor Columbus OH
Erik O. Thompson
CRD#: 3097998
632 N. High St, Columbus, OH 43065

Erik Thompson (CRD# 3097998) is an Investment Advisor Representative working at Peerless Wealth in Columbus, OH and has over 25 years of experience in the finance industry.

2
Robert Pascarella, financial advisor Spring TX
Robert Pascarella
CRD#: 7636255
Spring, TX

Robert Pascarella (CRD# 7636255) is an Investment Advisor Representative working at Peerless Wealth in Spring, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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