PETERSON ROGERS PRIVATE WEALTH, LLC

Overview

Peterson Rogers Private Wealth, LLC is an independent registered investment adviser organized as an LLC that acts as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm emphasizes equity-centered portfolios and uses a mix of separately managed accounts and third-party fund relationships to construct client solutions. Advisory services include financial planning, discretionary portfolio management, selection of outside managers and educational seminars, which suggests a multi-faceted client advisory model that blends direct equity exposure with delegated alternative strategies. Investment activity is weighted toward exchange-traded equities as the primary liquid exposure, while private market allocations are handled through third-party managers. The firm charges fees based on a percentage of assets under management and runs portfolios that are predominantly discretionary, enabling quicker tactical and strategic shifts across listed and private markets.

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Public Holdings

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Location & Offices