PETERSON WEALTH MANAGEMENT, LLC

2255 Green Vista Drive
Suite 403
Sparks, Nevada 89431
Tel: 775-673-1100

About PETERSON WEALTH MANAGEMENT, LLC

PETERSON WEALTH MANAGEMENT, LLC, formally registered with the SEC as PETERSON WEALTH MANAGEMENT, LLC. The firm was established in 08/26/2019. They have over 2 offices throughout the country.

PETERSON WEALTH MANAGEMENT, LLC is a Sparks, Nevada based Financial Planning firm with nearly $185,073,146 assets under management, offering retirement planning & investment advisory services to 951 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285415
SEC#	801-117241
Assets Managed by Firm	$185,073,146
No. of Clients	951
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	951	$185,073,146
Individuals (other than high net worth individuals)	768	$82,175,701
High net worth individuals	179	$98,773,984
Pension and profit sharing plans	Fewer than 5 clients	$835,516
Corporations or other businesses	Fewer than 5 clients	$3,287,945

More Retirement Planning firms in Sparks, Nevada:

Firm Name	Assets Under Management	Total Clients	Total Advisors
KEYSTATE ADVISORY, LLC 3883 Howard Hughes Pkwy, Suite 500 Las Vegas, NV, 89169	$17,032,495,600	83	8
GUIDED CHOICE ASSET MANAGEMENT, INC. 200 S Virginia Street, Suite 310 Reno, NV, 89501	$6,645,705,545	99569	28
THE AMERIFLEX GROUP 8475 W. Sunset Road Suite 101 Las Vegas, NV, 89113	$6,522,387,220	16327	149
THE WEALTH CONSULTING GROUP 8925 West Post Road, 2nd Floor Las Vegas, NV, 89148	$5,194,180,776	21408	264
SIMPLIFY ASSET MANAGEMENT INC. 10845 Griffith Peak Drive 2/F Las Vegas, NV, 89135	$4,662,466,719	28	45

Explore More Retirement Advisors in Sparks, Nevada

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.