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PETERSON WEALTH MANAGEMENT, LLC
CRD 285415 · SEC 801-117241
2255 GREEN VISTA DRIVE, SUITE 403, SPARKS, NV, 89431, United States
Phone
775-673-1100
Fax
775-673-1109
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.1M
Discretionary AUM
$250.2M
Team
7 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1058 | $136.1M |
| High net worth individuals | 86 | $113.5M |
States served
AZ, CA, LA, NV, UT, TX
All web addresses on file
Official SEC filing: View on IAPD