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Petersen Hastings Wealth Advisors, Inc.

● SEC registered since 1983CRD 110952SEC# 801-19727Kennewick, WA
Export (members)
Reg. AUM
$1.28B
Employees
21
Accounts
3,034
Location
Kennewick, WA

Petersen Hastings Wealth Advisors, Inc. assets under management

Petersen Hastings Wealth Advisors, Inc. is an SEC-registered investment adviser based in Kennewick, WA. The firm has been registered since 1983. It reports $1.3 billion in regulatory assets under management and employs 21 people.

Petersen Hastings Wealth Advisors, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Blaine Arthur Carr ControlTreasurer10-25%2007
Joshua Allen Beck ControlChief Compliance OfficerUnder 5%2023
Matthew James Petersen ControlSecretary10-25%2019
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Frequently asked questions

How much does Petersen Hastings Wealth Advisors, Inc. manage?

Petersen Hastings Wealth Advisors, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Petersen Hastings Wealth Advisors, Inc. have?

Petersen Hastings Wealth Advisors, Inc. reports 21 employees.

Where is Petersen Hastings Wealth Advisors, Inc. located?

Petersen Hastings Wealth Advisors, Inc. is based in Kennewick, WA and has been SEC-registered since 1983.

Does Petersen Hastings Wealth Advisors, Inc. disclose fund performance?

Petersen Hastings Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8203 W Quinault, Suite 101, Kennewick, WA 99336
Phone509-735-0484
Fax509-735-4191
Office hours8 a.m. - 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.28B
Non-discretionary$0
Total (RAUM)$1.28B