Petersen Hastings Wealth Advisors, Inc.

RIASEC Registered

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$458K

Accounts

3,444

Employees

Advisory reps

Firm details

Headquarters: Kennewick, Washington
CRD number: 110952
Registered since: September 26, 1983
Website: petersenhastings.com
Custodians: LPL FINANCIAL LLC, MATRIX SECURITIES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.4%
Pension & Profit Sharing Plans21.24%
Individuals20.31%
Corporations / Businesses2.51%
Charitable Organizations1.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Petersen Hastings Wealth Advisors, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1983. The firm operates as a corporation and serves both individual and family clients as well as institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting-style services. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is organized as a single-state adviser in the snapshot provided. Petersen Hastings has been recognized in industry lists, appearing in FA Magazine’s Top RIA Firms list (2020) and CNBC’s Top 100 Financial Advisory Firms (2025).