Wealth Manager
    SEC Registered
    Manages Private Funds

    Peterson Wealth Management, LLC

    Registered investment advisor · Sparks, Nevada · CRD #285415

    Assets Under Management
    $251M
    Client Accounts
    1,145
    Employees
    7
    CRD Number
    285415
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Peterson Wealth Management, LLC

    Peterson Wealth Management, LLC is a SEC-registered investment advisory firm headquartered in Sparks, Nevada, managing approximately $251M in regulatory assets across 1,145 client accounts. The firm's full regulatory record is filed with the SEC under CRD #285415.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Peterson Wealth Management, LLC's AUM?

    Peterson Wealth Management, LLC reports approximately $251M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Peterson Wealth Management, LLC headquartered?

    Peterson Wealth Management, LLC is headquartered in Sparks, Nevada.

    What is Peterson Wealth Management, LLC's CRD number?

    Peterson Wealth Management, LLC's CRD number is 285415. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Peterson Wealth Management, LLC manage?

    Peterson Wealth Management, LLC manages approximately 1,145 client accounts according to its latest SEC filing.

    Is Peterson Wealth Management, LLC SEC registered?

    Yes, Peterson Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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