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Peterson Wealth Services Inc.

● SEC registered since 2020CRD 288620SEC# 801-119303South Ogden, UT
Export (members)
Reg. AUM
$462.7M
Employees
7
Accounts
1,604
Location
South Ogden, UT

Peterson Wealth Services Inc. assets under management

Peterson Wealth Services Inc. is an SEC-registered investment adviser based in South Ogden, UT. The firm has been registered since 2020. It reports $462.7 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/89852746/adminView on SEC.gov ↗

Peterson Wealth Services Inc. owners & executives

1 reported
NameTitleOwnershipSince
Billy Cade Peterson ControlCeo, CcoOver 75%2009

Frequently asked questions

How much does Peterson Wealth Services Inc. manage?

Peterson Wealth Services Inc. reports $462.7 million in regulatory assets under management on its Form ADV.

How many employees does Peterson Wealth Services Inc. have?

Peterson Wealth Services Inc. reports 7 employees.

Where is Peterson Wealth Services Inc. located?

Peterson Wealth Services Inc. is based in South Ogden, UT and has been SEC-registered since 2020.

Does Peterson Wealth Services Inc. disclose fund performance?

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

Contact & registration

Address1523 East Skyline Drive Suite C, South Ogden, UT 84405
Phone801-475-4002
Fax801-475-4015
Office hoursMonday -Thursday 8 a.m.-4 p.m. Fridays 8 a.m.-2:30 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$462.7M
Non-discretionary$0
Total (RAUM)$462.7M