Peterson Wealth Management, LLC
Peterson Wealth Management, LLC is an SEC-registered mass-market adviser in Sparks, NV with $251.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Peterson Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285415, SEC 801-117241, data through 2026-05-12.
- AUM (assets under management / regulatory AUM)
- $251.1M (2026-05-12)
- Firm type
- Mass-Market Adviser
- Location
- Sparks, NV
- Employees
- 7
- Clients
- 1,144
- CRD
- 285415
- Ownership
- PETERSON, DONALD, SCOTT; Peterson, Cindy; PETERSON, ANDREW, GEORGE; Peterson, Tiffany, Lea; PETERSON, JESS, DAVID
How much AUM does Peterson Wealth Management, LLC have?
Peterson Wealth Management, LLC reported $251.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-12).
Who owns Peterson Wealth Management, LLC?
Disclosed owners and executives of Peterson Wealth Management, LLC include PETERSON, DONALD, SCOTT, Peterson, Cindy, PETERSON, ANDREW, GEORGE, Peterson, Tiffany, Lea, PETERSON, JESS, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.