PETERSON WEALTH ADVISORS, LLC

360 West 920 North
Orem, Utah 84057
Tel: 801-225-0000

About PETERSON WEALTH ADVISORS, LLC

PETERSON WEALTH ADVISORS, LLC, formally registered with the SEC as PETERSON WEALTH ADVISORS, LLC. The firm was established in 03/13/2008. They have over 1 offices throughout the country.

PETERSON WEALTH ADVISORS, LLC is a Orem, Utah based Financial Planning firm with nearly $567,431,332 assets under management, offering retirement planning & investment advisory services to 1588 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146349
SEC#	801-68917
Assets Managed by Firm	$567,431,332
No. of Clients	1588
No. of Advisors	10

Fee Structure

A percentage of AUM

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	1588	$567,431,332
Individuals (other than high net worth individuals)	177	$207,753,024
High net worth individuals	403	$332,053,792
Charitable organizations	1	$5,662,954
Corporations or other businesses	6	$21,961,562

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