Peerless Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$122,181,543
Clients
219
Advisors
4
across 3 offices
About
Peerless Wealth serves individuals (including high‑net‑worth clients), families, trusts, estates, business entities, charities, and qualified retirement plans, offering financial planning, discretionary investment management, qualified plan consulting, and financial consulting. The firm also provides portfolio management to investment‑company clients and acts as a sub‑adviser to an exchange‑traded fund in addition to managing separately managed accounts.
Investment decisions are guided by a strategic asset‑allocation framework and a proprietary portfolio construction methodology, with client portfolios implemented as custom strategies or one of three firm model portfolios. The firm employs a range of analytic approaches (macroeconomic, fundamental, quantitative, qualitative, technical and cyclical), and may use ETFs, ETNs, options strategies and third‑party managers, with margin and options used only with client approval.
As a four‑advisor firm managing roughly $149 million in assets, Peerless Wealth is noteworthy among peers for its sub‑advisory role to an ETF that utilizes buying and selling of options as part of its strategy—an arrangement relatively rare for firms of this size. The firm discloses that it receives sub‑advisory compensation and that some personnel have outside industry or investment activities, and it says it manages those potential conflicts through written policies, trade‑allocation procedures, best‑execution practices and a code of ethics.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% Over $1,000,000+: 1.00%
One IAR is registered representative with Pine Distributors LLC and receives commissions and fees from that activity (secondary to advisory services).
Financial planning services billed at $250 per hour unless negotiated otherwise.
Fee-only: Firm is fee-only; investment management and financial planning fees as detailed; no commissions received by firm for advisory services.
Main office
See office1 E. Campus View Blvd., Suite 210
Columbus OH 43235
Advisors at this office
2
Offices (3)
Most active in
Ohio · Texas
Also doing business as
Peerless · Peerless Wealth · Peerless Wealth LLC · Pw
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Stephen J
Series 63, Series 66
Spring, TX
Peerless Wealth
Stephen Jimenez is a financial advisor at Peerless Wealth with Series 63 and Series 66 credentials and 23 years of industry experience. He has held roles at multiple firms, including Thornburg Investment Management and Calamar Financial Group. In addition to his advisory work, he serves as a wholesaler for Peerless ETFs and works as a sales consultant for Gore Range Capital. Peerless Wealth serves individuals, families, trusts, business entities, and qualified retirement plans, offering financial planning, investment management, and consulting services. The firm employs a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing both customized and model portfolios, and acts as a sub-adviser to an exchange-traded fund employing options strategies.
Jake E
Series 66
Columbus, OH
Peerless Wealth
Jake Ethridge is a financial advisor with Peerless Wealth in Columbus, OH. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Heximer Investment Management, Karageorge Wealth Management, and Peerless ETFs. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans by providing financial planning, discretionary investment management, and consulting services. The firm employs a strategic asset-allocation framework and proprietary portfolio construction methodology, managing approximately $149 million in assets and acting as a sub-adviser to an exchange-traded fund that uses options strategies.
Robert P
Series 65
Spring, TX
Peerless Wealth
Robert Pascarella is a financial advisor at Peerless Wealth with two years of industry experience. He holds a Series 65 designation and has prior roles at Peerless ETFs, LLC and Entergy Services, Inc., where he is also a licensed professional engineer in Texas for thermal/fluid systems. Peerless Wealth serves individuals, families, trusts, business entities, charities, and qualified retirement plans, providing financial planning, discretionary investment management, and consulting services. The firm uses a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing custom client portfolios, model portfolios, and acting as a sub-adviser to an exchange-traded fund.
Erik T
Series 63, Series 65
Columbus, OH
Peerless Wealth
Erik Thompson is a financial advisor at Peerless Wealth with Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Ascend Advisory Group. Outside of his advisory work, he owns and manages several commercial and residential properties. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans, offering financial planning, discretionary investment management, and consulting services. The firm employs a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing both custom client strategies and model portfolios, and acts as a sub-adviser to an exchange-traded fund.
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