| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Parkinson Call | Member | 10-25% | 2021 |
| Jeffrey Dean Lindsay | Member | 10-25% | 2018 |
| Scott Martin Peterson Control | Managing Member, Chief Compliance Officer | Over 75% | 2008 |
Peterson Wealth Advisors, LLC reports $688.7 million in regulatory assets under management on its Form ADV.
Peterson Wealth Advisors, LLC reports 13 employees.
Peterson Wealth Advisors, LLC is based in Orem, UT and has been SEC-registered since 2008.
Peterson Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 360 West 920 North, Orem, UT 84057 |
| Phone | 801-225-0000 |
| Fax | 801-226-1489 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $688.7M |
| Non-discretionary | $38K |
| Total (RAUM) | $688.7M |