← Back to searchVisit website
PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001 · SEC 801-127132
5305 S HIGHLAND DRIVE, SUITE 100, SALT LAKE CITY, UT, 84117, United States
Phone
8019929783
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$177.1M
Discretionary AUM
$171.4M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 81 | $152.3M |
| Corporations/business entities | 6 | $19.1M |
States served
CA, UT, WY, TX
All web addresses on file
Official SEC filing: View on IAPD