Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

PETERSON WEALTH ADVISORS, LLC

dba PETERSON WEALTH ADVISORS, LLC · CRD 146349 · Registered Investment Adviser

PETERSON WEALTH ADVISORS, LLC is a Registered Investment Adviser headquartered in OREM, UT. The firm reports $829,682,153 in regulatory assets under management across 1,988 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$829,682,153
Non-discretionary$0
Total RAUM$829,682,153
Accounts1,988

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 146349. adviserinfo.sec.gov/firm/summary/146349.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.