# Peerless Wealth

> Peerless Wealth is an SEC-registered investment advisory firm in Columbus, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 305807
- Filed as: PEERLESS WEALTH
- Legal name: Peerless Wealth LLC
- Also doing business as: PEERLESS, PEERLESS WEALTH, PW
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305807
- AdvisorCensus page: https://advisorcensus.com/firm/peerless-wealth-columbus-oh-305807

## Quick answers

**How is Peerless Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Peerless Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Peerless Wealth located?**
Peerless Wealth's principal office is in Columbus, OH, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Peerless Wealth registered with the SEC or a state?**
Peerless Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 305807.

**How much does Peerless Wealth manage?**
Peerless Wealth reports $148,652,650 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**How have Peerless Wealth's assets and staff changed since 2024?**
In the Form ADV data for Peerless Wealth: Regulatory assets under management: $87,770,000 in the October 2024 data and $148,652,650 in the October 2026 data, up 69%. Total employees: 2 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Peerless Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (140); high net worth individuals (79); investment companies (1).

**Which custodians does Peerless Wealth use?**
Peerless Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and U.S. Bank National Association as custodians holding 10% or more of its separately managed account assets.

**Does Peerless Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305807

**What changed in Peerless Wealth's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 3 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- U.S. Bank National Association

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $148,652,650
- Discretionary: $148,652,650
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 140 | $33,291,989 |
| High net worth individuals | 79 | $88,889,554 |
| Investment companies | 1 | $26,471,107 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Spring, TX

### Websites listed on Form ADV (Item 1.I)
- peerless-wealth.com
- peerlessetfs.com
- Instagram @peerlesswealthllc
- LinkedIn @erik-thompson-0662553
- YouTube @peerlesswealthllc3661

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $87,770,000 | 2 | March 18, 2024 |
| October 2025 | $102,228,000 | 3 | March 18, 2025 |
| October 2026 | $148,652,650 | 4 | August 20, 2026 |

Regulatory assets under management: $87,770,000 in the October 2024 data and $148,652,650 in the October 2026 data, up 69%.
Total employees: 2 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 3 to 4.

### August 2026
- Added an office in Spring, TX.

### May 2026
- Added the business name Peerless.
- Regulatory assets under management went from $122,181,543 to $148,652,650 (+22%).

### April 2026
- Regulatory assets under management went from $102,228,000 to $122,181,543 (+20%).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peerless Wealth (CRD 305807): Form ADV filing data as of October 2026.