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Peterson Wealth Management, LLC

● SEC registered since 2019CRD 285415SEC# 801-117241Sparks, NV
Export (members)
Reg. AUM
$222.3M
Employees
7
Accounts
1,053
Location
Sparks, NV

Peterson Wealth Management, LLC assets under management

Peterson Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Sparks, NV. The firm has been registered since 2019. It reports $222.3 million in regulatory assets under management and employs 7 people.

Peterson Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Andrew George Peterson ControlMember10-25%2019
Cindy Peterson ControlMember5-10%2016
Donald Scott Peterson ControlMember50-75%2016
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Frequently asked questions

How much does Peterson Wealth Management, LLC manage?

Peterson Wealth Management, LLC reports $222.3 million in regulatory assets under management on its Form ADV.

How many employees does Peterson Wealth Management, LLC have?

Peterson Wealth Management, LLC reports 7 employees.

Where is Peterson Wealth Management, LLC located?

Peterson Wealth Management, LLC is based in Sparks, NV and has been SEC-registered since 2019.

Does Peterson Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address2255 Green Vista Drive, Suite 403, Sparks, NV 89431
Phone775-673-1100
Fax775-673-1109
Office hours8:00 a.m. To 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1785144
Discloses disciplinary historyNo

Assets under management

Discretionary$222.3M
Non-discretionary$0
Total (RAUM)$222.3M