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Peterson Rogers Private Wealth, LLC

● SEC registered since 2023CRD 324001SEC# 801-127132Salt Lake City, UT
Export (members)
Reg. AUM
$165.7M
Employees
3
Accounts
89
Location
Salt Lake City, UT

Peterson Rogers Private Wealth, LLC assets under management

Peterson Rogers Private Wealth, LLC is an investment advisory firm registered with the SEC based in Salt Lake City, UT. The firm has been registered since 2023. It reports $165.7 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/-bswrView on SEC.gov ↗

Peterson Rogers Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Benjamin Samuel-Wayne Rogers ControlCco/Manager/Member25-50%2024
M Tom Peterson ControlManager/Member50-75%2024

Frequently asked questions

How much does Peterson Rogers Private Wealth, LLC manage?

Peterson Rogers Private Wealth, LLC reports $165.7 million in regulatory assets under management on its Form ADV.

How many employees does Peterson Rogers Private Wealth, LLC have?

Peterson Rogers Private Wealth, LLC reports 3 employees.

Where is Peterson Rogers Private Wealth, LLC located?

Peterson Rogers Private Wealth, LLC is based in Salt Lake City, UT and has been SEC-registered since 2023.

Does Peterson Rogers Private Wealth, LLC disclose fund performance?

Peterson Rogers Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5305 S Highland Drive, Suite 100, Salt Lake City, UT 84117
Phone8019929783
Office hours9a.m.-5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$160.9M
Non-discretionary$4.8M
Total (RAUM)$165.7M