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

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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
SIMPLIFY ASSET MANAGEMENT INC. 10845 Griffith Peak Drive 2/F Las Vegas, NV, 89135	$4,662,466,719	28	45
DALTON INVESTMENTS, INC. 9440 West Sahara Avenue, Suite 215 Las Vegas, NV, 89117	$4,059,517,879	39	36

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