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PETERSEN HASTINGS WEALTH ADVISORS, INC.
CRD 110952 · SEC 801-19727
8203 W QUINAULT, SUITE 101, KENNEWICK, WA, 99336, United States
Phone
509-735-0484
Fax
509-735-4191
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.58B
Discretionary AUM
$1.58B
Team
19 total employees; 16 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 858 | $320.3M |
| High net worth individuals | 374 | $857.8M |
| Pension/profit sharing plans | 64 | $334.9M |
| Charitable organizations | 8 | $21.1M |
| Corporations/business entities | 5 | $39.5M |
States served
AZ, CA, CO, ID, MT, NM, OR, WA, TX, NH, FL
All web addresses on file
- HTTP://WWW.PETERSENHASTINGS.COM
- HTTPS://WWW.FACEBOOK.COM/PETERSENHASTINGS
- https://growwealthds.com
- https://www.facebook.com/growwealthds
- https://www.instagram.com/growwealthds
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCGN3UP9ZQJGVXVSC64IMFNA
- https://www.instagram.com/Phwealthadvisors
- https://www.instagram.com/Phsmartvestor
- https://www.facebook.com/phsmartvestor
- HTTPS://WWW.LINKEDIN.COM/COMPANY/PETERSEN-HASTINGS
Official SEC filing: View on IAPD