PETERS WEALTH GROUP

Overview

Peters Wealth Group is an independent, owner-operated registered investment advisory firm organized as a limited liability company that focuses on individual and family clients. The firm operates as a capital allocator and combines fee-based advisory work with insurance brokerage services. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, selection of third-party advisers, and client education through seminars and workshops. Investment behavior is equity-first: the firm favors exchange-traded equities as the primary vehicle for client portfolios and manages most assets on a discretionary basis. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed fees and other structures. Peters Wealth Group is not an ESG-focused manager and does not present itself as a multi-state or pension consultant adviser.

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Public Holdings

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Location & Offices