Peterson Wealth Management

Overview

Peterson Wealth Management is a small, owner-run advisory firm focused on serving individual and family clients. The firm’s business model centers on discretionary portfolio management for individuals and small businesses plus the selection and oversight of external advisers when clients need access to third‑party managers. Fee arrangements include both a percentage of assets under management and fixed‑fee engagements, reflecting a mix of traditional AUM relationships and project or advisory work. Investment preferences skew clearly toward public equities, with exchange‑traded instruments forming the backbone of client portfolios. The firm acts as a capital allocator, supplementing listed equity exposure with allocations to externally managed alternative strategies—most notably real estate, REITs and private credit—when those positions fit client objectives for income, diversification or yield. Peterson Wealth Management does not position itself as an active ESG investor and operates from a single state jurisdiction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices