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 formed as an LLC and operating since 2008. The firm serves both individual/family and institutional clients, charging fees based on a percentage of assets under management and delivering core services that include financial planning, portfolio management for individuals, small businesses and institutions, and educational seminars. Owner control is individual rather than corporate, and the adviser does not present itself as a capital allocator or pension consultant. Investment activity is centered on publicly traded pooled products and managed accounts rather than deep direct-investment alternatives; the firm is not identified as an active ESG investor and is not structured as a multi-state adviser. Peterson Wealth Advisors received a Citywire mention in 2021 (50 Growers Across America).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 103Active vs passive
$1.2B in ETFs
44%
$542M
21%
$695M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $216M | 2,458,693 | 17.48% |
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
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