Peterson Wealth Management, LLC
Firm details
- Headquarters
- Sparks, Nevada
- CRD number
- 285415
- Registered since
- August 26, 2019
- Website
- www.petersonwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals54.18%
- HNWI45.2%
- Pension & Profit Sharing Plans0.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Peterson Wealth Management, LLC is an independent registered investment adviser that began its SEC registration in 2019. Organized as an LLC and owned by an individual, the firm focuses on serving individual and family clients with financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its fee model combines a percentage of assets under management with hourly billing for certain services. The firm does not act as a capital allocator and is not positioned as a multi-state adviser; it maintains broker-dealer and insurance-company industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities62%
- Public Funds/Mutual Funds15%
- US Government Bonds6%
- State & Local Bonds6%
- Sovereign Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$205M in ETFs
92%
$188M
<1%
$16.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $34.6M | 46,807 | 16.92% |
Location
Sparks, NV
Washoe
Location
Sparks, NV
Headquartered in Sparks, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 2255 Green Vista Dr
- Time zone
- PT (UTC-8)
- Office locations
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