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PETERSON WEALTH ADVISORS, LLC
CRD 146349 · SEC 801-68917
360 WEST 920 NORTH, OREM, UT, 84057, United States
Phone
801-225-0000
Fax
801-226-1489
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$829.7M
Discretionary AUM
$829.7M
Team
13 total employees; 13 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 429 | $292.1M |
| High net worth individuals | 224 | $492.1M |
| Pension/profit sharing plans | 5 | $7.8M |
| Charitable organizations | 2 | $15.5M |
| Corporations/business entities | 7 | $22.2M |
States served
AK, AZ, CA, CO, ID, NV, UT, VA, WY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD