Peterson Wealth Management, LLC

RIASEC Registered
Total AUM
$251M
Discretionary
$250M
100% of AUM
Avg account
$219K
Accounts
1,145
Employees
7
Advisory reps
5

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

FINTRX

Overview

Peterson Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration in 2019) and focuses on serving individual and family clients. Its advisory capabilities emphasize comprehensive financial planning and discretionary portfolio management for individuals, small businesses and other business or institutional clients. Compensation is primarily via a percentage-of-AUM fee schedule supplemented by hourly charges for certain engagements. The firm reports affiliations with a broker-dealer and an insurance company and does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 15%, US Government Bonds 6%, State & Local Bonds 6%, Sovereign Bonds 6%, Investment Grade Corp Bonds 6%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds15%
  • US Government Bonds6%
  • State & Local Bonds6%
  • Sovereign Bonds6%

Contacts

3 of 5
  • Jess Peterson

    Jess Peterson

    Investment Advisor RepresentativeCRD 5188024

  • Andrew Peterson

    Andrew Peterson

    Investment Advisor RepresentativeCRD 5944571

  • Donald Peterson

    Donald Peterson

    PrincipalCRD 1772237

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 83

Active vs passive

$196M in ETFs

Passive

93%

$181M

Active

<1%

$14.5M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$32.9M44,72216.81%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth