Peterson Wealth Management
RIASEC Registered
Total AUM
$54M
Discretionary
$54M
100% of AUM
Avg account
$540K
Accounts
100
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 136585
- Website
- www.petersonwm.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI51.85%
- Individuals48.15%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Peterson Wealth Management is a privately owned limited liability company that provides fee-based investment advisory services to individuals and families. The firm’s stated advisory activity centers on portfolio management for individuals and small businesses, and it charges a combination of AUM-based fees and fixed fees. It is organized under individual ownership, operates as a single-state adviser, and does not self-identify as an active ESG investor, pension consultant, or capital allocator.
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
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Owners & executives
1 of 1Bryce Peterson
CEOCRD 4801660
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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