PETERSON WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- SPARKS, Nevada
- CRD number
- 285415
- Registered since
- August 26, 2019
- Website
- 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 a privately owned limited liability company that provides financial planning and portfolio management for individuals, small businesses and institutional clients. The adviser has been SEC-registered since 2019 and serves a client base described as individuals and families. Its fees are charged primarily as a percentage of assets under management, with hourly billing used for some engagements. The firm is not positioned as an ESG investor, and it reports affiliations with a broker-dealer and an insurance company. Advisory services emphasize personalized planning and discretionary portfolio management; most client assets are managed on a discretionary basis. The firm does not describe itself as a multi-state or pension consultant adviser and is not a capital allocator.
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%
Contacts
3 of 5CINDY PETERSON
Branch Office AssistantCRD 5920468
ANDREW PETERSON
Investment Advisor RepresentativeCRD 5944571
DONALD PETERSON
PrincipalCRD 1772237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$167M in ETFs
94%
$157M
<1%
$9.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $22.5M | 34,639 | 13.52% |
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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