Overview
Assets Under Management: $121 million
High-Net-Worth Clients: 78
Average Client Assets: $1.4 million
Frequently Asked Questions
PETERS WEALTH MANAGEMENT, 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 #172203), PETERS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PETERS WEALTH MANAGEMENT, LLC serves 78 high-net-worth clients according to their SEC filing dated March 07, 2018. View client details ↓
According to their SEC Form ADV, PETERS WEALTH MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
PETERS WEALTH MANAGEMENT, LLC manages $121 million in client assets according to their SEC filing dated March 07, 2018.
According to their SEC Form ADV, PETERS WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.95%
Average Client Assets: $1.4 million
Total Client Accounts: 127
Discretionary Accounts: 127
Regulatory Filings
CRD Number: 172203
Filing ID: 1176762
Last Filing Date: 2018-03-07 13:39:00