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- Custodian
- Charles Schwab & Company · US Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-10-2019
- Office Locations
- 3
Office Locations
About Peerless Wealth
Peerless Wealth is a Columbus, OH fiduciary RIA led by founder/president Erik Thompson. The firm provides financial planning and discretionary investment management for business owners and families, with portfolios built around active asset allocation and risk management using ETFs and mutual funds and selectively considering alternatives. It emphasizes client education, publishing blog/video guidance on estate planning, 401(k) decisions, and fraud protection. Primary custodian: Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIK OLIVER THOMPSON
Chief Compliance Officer, Investment Advisor, President
- CRD
- #3097998
- Ownership
- 75% or more
Robert Pascarella
Analyst
- CRD
- #7636255
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Stephen Jimenez
--
- CRD
- #1260221
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,652,650 | $353,094 |
| Non-Discretionary | $0 | -- |
| Total | $148,652,650 | $353,094 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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