Peterson Rogers Private Wealth, LLC
Peterson Rogers Private Wealth, LLC is an SEC-registered wealth manager in Salt Lake City, UT with $177.1M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Peterson Rogers Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324001, SEC 801-127132, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $177.1M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Salt Lake City, UT
- Employees
- 4
- Clients
- 87
- CRD
- 324001
- Ownership
- Silva, Jesse; Rogers, Benjamin, Samuel-Wayne; Peterson, M Tom
How much AUM does Peterson Rogers Private Wealth, LLC have?
Peterson Rogers Private Wealth, LLC reported $177.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Peterson Rogers Private Wealth, LLC?
Disclosed owners and executives of Peterson Rogers Private Wealth, LLC include Silva, Jesse, Rogers, Benjamin, Samuel-Wayne, Peterson, M Tom. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.