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PETERS WEALTH GROUP
PETERS MANAGEMENT GROUP LLC
CRD 316813
470 OLDE WORTHINGTON ROAD, #200, WESTERVILLE, OH, 43082, United States
Phone
(614) 865-2111
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$48.7M
Discretionary AUM
$48.3M
Team
2 total employees; 2 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARES IN FEES PAID TO THIRD PARTY ADVISERS
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 209 | $38.6M |
| High net worth individuals | 6 | $10.1M |
All web addresses on file
Official SEC filing: View on IAPD