Peterson Wealth Advisors, LLC
Firm details
- Headquarters
- Orem, Utah
- CRD number
- 146349
- Registered since
- March 13, 2008
- Website
- petersonwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.31%
- Individuals35.21%
- Corporations / Businesses2.67%
- Charitable Organizations1.86%
- Pension & Profit Sharing Plans0.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Peterson Wealth Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2008. The firm operates as an LLC with individual ownership and serves both individual/family and institutional clients. Its advisory services center on portfolio management for individuals, small businesses and institutions, comprehensive financial planning, and client education through seminars and workshops. The firm charges fees based on a percentage of assets under management and does not identify as an active ESG investor or a multi-state adviser. Peterson Wealth Advisors received recognition from Citywire in 2021 as part of its "50 Growers Across America" feature.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities14%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Scott Peterson
Founder & CEOCRD 1611542
Contacts
3 of 13Jeffrey Lindsay
Investment Advisor RepresentativeCRD 5279879
Alexander Call
Partner, Senior AdvisorCRD 6309288
Carson Johnson
Lead Financial AdvisorCRD 6665459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$1.3B in ETFs
43%
$539M
22%
$729M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $228M | 2,542,472 | 18.00% |
Location
Orem, UT
Utah
Location
Orem, UT
Headquartered in Orem, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 360 W 920 N
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Sandlot Partners, LLC
RIAOrem, UT
Squire Wealth Advisors
RIAOrem, UT
Blue Barn Wealth
RIAOrem, UT
Keeler Thomas Management LLC
RIAOrem, UT
The Professional Financial Company LLC
RIAOrem, UT
Exponent Wealth LLC
RIAOrem, UT