Overview
Assets Under Management: $250 million
Headquarters: BATON ROUGE, LA
High-Net-Worth Clients: 57
Average Client Assets: $2.1 million
Frequently Asked Questions
PETERS WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106949), PETERS WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
PETERS WEALTH ADVISORS LLC is headquartered in BATON ROUGE, LA.
PETERS WEALTH ADVISORS LLC serves 57 high-net-worth clients according to their SEC filing dated February 01, 2018. View client details ↓
According to their SEC Form ADV, PETERS WEALTH ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
PETERS WEALTH ADVISORS LLC manages $250 million in client assets according to their SEC filing dated February 01, 2018.
According to their SEC Form ADV, PETERS WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.80%
Average Client Assets: $2.1 million
Total Client Accounts: 885
Discretionary Accounts: 885
Regulatory Filings
CRD Number: 106949
Filing ID: 1171327
Last Filing Date: 2018-02-01 17:48:00