Peterson Wealth Management, LLC

RIASEC Registered
Total AUM
$251M
Discretionary
$250M
100% of AUM
Avg account
$219K
Accounts
1,145
Employees
7
Advisory reps
5

Firm details

Headquarters
Sparks, Nevada
CRD number
285415
Registered since
August 26, 2019
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals54.18%
  • HNWI45.2%
  • Pension & Profit Sharing Plans0.62%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Peterson Wealth Management, LLC is an independent registered investment adviser that began its SEC registration in 2019. Organized as an LLC and owned by an individual, the firm focuses on serving individual and family clients with financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its fee model combines a percentage of assets under management with hourly billing for certain services. The firm does not act as a capital allocator and is not positioned as a multi-state adviser; it maintains broker-dealer and insurance-company industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 15%, US Government Bonds 6%, State & Local Bonds 6%, Sovereign Bonds 6%, Investment Grade Corp Bonds 6%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds15%
  • US Government Bonds6%
  • State & Local Bonds6%
  • Sovereign Bonds6%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 85

Active vs passive

$205M in ETFs

Passive

92%

$188M

Active

<1%

$16.4M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$34.6M46,80716.92%

Location

Primary office

Sparks, NV

Washoe

Location

Sparks, NV

Headquartered in Sparks, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
Washoe
Address
2255 Green Vista Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth