Peterson Wealth Services Inc.
Peterson Wealth Services Inc. is an SEC-registered wealth manager in South Ogden, UT with $528.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Peterson Wealth Services Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288620, SEC 801-119303, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $528.5M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- South Ogden, UT
- Employees
- 6
- Clients
- 453
- CRD
- 288620
- Ownership
- PETERSON, BILLY, CADE
How much AUM does Peterson Wealth Services Inc. have?
Peterson Wealth Services Inc. reported $528.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Peterson Wealth Services Inc.?
Disclosed owners and executives of Peterson Wealth Services Inc. include PETERSON, BILLY, CADE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.