PETERSON WEALTH SERVICES INC.
Firm details
- Headquarters
- SOUTH OGDEN, Utah
- CRD number
- 288620
- Registered since
- August 17, 2020
- Website
- petersonws.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.61%
- Individuals30.9%
- Corporations / Businesses3.55%
- Charitable Organizations2.55%
- Pension & Profit Sharing Plans1.39%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Peterson Wealth Services Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2020 and operates as a corporation. The firm serves both individual and family clients as well as some institutional relationships. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Revenue comes from both percentage-of-AUM and fixed-fee arrangements. The firm also conducts insurance brokerage and other financial product sales as part of its business activities. Peterson Wealth Services does not identify as an active ESG investor and is not designated as a multi-state adviser.
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 Equities70%
- Public Funds/Mutual Funds20%
- Non-Exchange Traded Equities6%
- Cash & Cash Equivalents4%
Contacts
3 of 4MARGARET PIGG
Relationship ManagerCRD 6479452
BILLY PETERSON
Investment Advisor RepresentativeCRD 2747152
SHAUN PETERSON
Senior Vice President, Wealth ManagementCRD 5972068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$34.9M in ETFs
96%
$33.4M
5%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $21.7M | 49,675 | 62.10% |
Location
SOUTH OGDEN, UT
WEBER
Location
SOUTH OGDEN, UT
Headquartered in SOUTH OGDEN, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- WEBER
- Address
- 1523 E Skyline Dr
- Time zone
- MT (UTC-7)
- Office locations
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