Peterson Wealth Services Inc.
Firm details
- Headquarters
- South Ogden, Utah
- CRD number
- 288620
- Registered since
- August 17, 2020
- Website
- petersonws.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.61%
- Individuals30.9%
- Corporations / Businesses3.55%
- Charitable Organizations2.55%
- Pension & Profit Sharing Plans1.39%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Peterson Wealth Services Inc. is an independent registered investment adviser that came under SEC registration in 2020 and is owned by an individual. The firm serves both individual and family clients as well as some institutional relationships. Core advisory offerings are financial planning and portfolio management for individuals and small businesses. In addition to advisory services, the firm operates as an insurance broker and sells other financial products. Fee arrangements include a percentage of assets under management and fixed fees. Peterson Wealth does not position itself as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state advisory network.
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
- Exchange Traded Equities70%
- Public Funds/Mutual Funds20%
- Non-Exchange Traded Equities6%
- Cash & Cash Equivalents4%
Contacts
3 of 4
Margaret Pigg
Relationship ManagerCRD 6479452
Billy Peterson
Investment Advisor RepresentativeCRD 2747152
Shaun Peterson
Senior Vice President, Wealth ManagementCRD 5972068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$39.6M in ETFs
98%
$38.9M
2%
$673K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $23.7M | 275,181 | 59.86% |
Location
South Ogden, UT
Weber
Location
South Ogden, UT
Headquartered in South Ogden, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Weber
- Address
- 1523 E Skyline Dr
- Time zone
- MT (UTC-7)
- Office locations
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