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RIA · CRD 305807SEC-Registered

Updated:

PEERLESS WEALTH

PEERLESS WEALTH is an SEC-registered investment adviser in Columbus, OH, registered since 2024. The firm manages approximately $149 million in regulatory...

Overview

PEERLESS WEALTH is an SEC-registered investment adviser in Columbus, OH, registered since 2024. The firm manages approximately $149 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Frequently asked questions

Does PEERLESS WEALTH participate in fund commitments or only direct deals?

No public information exists regarding PEERLESS WEALTH's investment vehicle preferences. It is unknown whether the office commits to external funds, makes direct investments, or structures special purpose vehicles. The firm has no known portfolio companies or co-investment partners in public record.

What investment stages does PEERLESS WEALTH typically target?

There is no publicly available information on PEERLESS WEALTH's stage preferences — whether venture growth, buyout, credit, or real assets. The firm has no recorded transaction history or stated focus in any asset class.

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