PETERSEN HASTINGS WEALTH ADVISORS, INC.

RIASEC RegisteredEst. 1983

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$458K

Accounts

3,444

Employees

Advisory reps

Firm details

Headquarters: KENNEWICK, Washington
CRD number: 110952
Registered since: September 26, 1983
Website: petersenhastings.com
Custodians: LPL FINANCIAL LLC, MATRIX SECURITIES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.4%
Pension & Profit Sharing Plans21.24%
Individuals20.31%
Corporations / Businesses2.51%
Charitable Organizations1.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Petersen Hastings Wealth Advisors, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1983. The firm serves both individual and family clients as well as institutional clients and offers a mix of fee arrangements including percentage of assets under management, hourly billing, and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm reports it is not a capital allocator and does not identify as an active ESG investor. Petersen Hastings has received industry recognition, including inclusion in FA Magazine’s Top RIA Firms (2020) and CNBC’s Top 100 Financial Advisory Firms (2025).