Peterson Wealth Management, LLC

RIASEC RegisteredEst. 2019
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
Website
www.petersonwm.com
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 a privately owned advisory firm that focuses on individual and family clients. Registered with the SEC in 2019 and organized as an LLC with individual ownership, the firm provides financial planning and discretionary portfolio management for private clients, small businesses, and institutional/business accounts. Its fee model combines an asset-based percentage and hourly billing. Service lines include comprehensive financial planning and ongoing portfolio management. Peterson Wealth Management is affiliated with broker-dealer and insurance channels, and it does not identify as an ESG-focused adviser or a multi-state adviser in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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%

Contacts

3 of 5
  • Cindy Peterson

    Cindy Peterson

    Branch Office AssistantCRD 5920468

  • Andrew Peterson

    Andrew Peterson

    Investment Advisor RepresentativeCRD 5944571

  • Donald Peterson

    Donald Peterson

    PrincipalCRD 1772237

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 83

Active vs passive

$196M in ETFs

Passive

93%

$181M

Active

<1%

$14.5M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$32.9M44,72216.81%
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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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