Peterson Wealth Advisors, LLC
Firm details
- Headquarters
- Orem, Utah
- CRD number
- 146349
- Registered since
- March 13, 2008
- Website
- petersonwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.31%
- Individuals35.21%
- Corporations / Businesses2.67%
- Charitable Organizations1.86%
- Pension & Profit Sharing Plans0.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Peterson Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2008. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not a multi-state adviser. Peterson Wealth Advisors was recognized by Citywire in 2021 as one of "50 Growers Across America."
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities14%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Scott Peterson
Founder & CEOCRD 1611542
Contacts
3 of 12
Scott Muhlestein
Associate AdvisorCRD 8231614
Jeffrey Lindsay
Investment Advisor RepresentativeCRD 5279879
Kristen Hudspeth
Associate AdvisorCRD 7559901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$1.2B in ETFs
44%
$542M
21%
$695M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $216M | 2,458,693 | 17.48% |
Location
Orem, UT
Utah
Location
Orem, UT
Headquartered in Orem, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 360 W 920 N
- Time zone
- MT (UTC-7)
- Office locations
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