Overview
Assets Under Management: $251 million
Headquarters: SPARKS, NV
High-Net-Worth Clients: 86
Average Client Assets: $1.3 million
Frequently Asked Questions
PETERSON 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 #285415), PETERSON WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PETERSON WEALTH MANAGEMENT, LLC is headquartered in SPARKS, NV.
PETERSON WEALTH MANAGEMENT, LLC serves 86 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, PETERSON WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PETERSON WEALTH MANAGEMENT, LLC manages $251 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, PETERSON WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.20%
Average Client Assets: $1.3 million
Total Client Accounts: 1,145
Discretionary Accounts: 1,119
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 285415
Filing ID: 2084876
Last Filing Date: 2026-03-30 22:20:25