Peterson Wealth Management

Overview

Peterson Wealth Management is a privately held limited liability company that provides fee-based portfolio management to individual and family clients, as well as small business owners. The firm bills on a percentage-of-assets basis and also offers fixed-fee arrangements. Its advisory focus is direct portfolio management rather than acting as a capital allocator or pension consultant. Peterson is state-registered in Oregon and Washington and identifies individual ownership. The firm does not position itself as an active ESG investor. Its primary client segment is individuals and families, and its advisory work centers on constructing and managing portfolios rather than running pooled vehicles or serving as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices