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PETERSON WEALTH SERVICES INC.
CRD 288620 · SEC 801-119303
1523 EAST SKYLINE DRIVE SUITE C, SOUTH OGDEN, UT, 84405, United States
Phone
801-475-4002
Fax
801-475-4015
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$528.5M
Discretionary AUM
$528.5M
Team
6 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 391 | $163.3M |
| High net worth individuals | 54 | $325.7M |
| Pension/profit sharing plans | 1 | $7.3M |
| Charitable organizations | 1 | $13.5M |
| Corporations/business entities | 6 | $18.7M |
States served
AZ, CA, CO, GA, ID, LA, NE, NM, OK, UT, WY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD