PETERSON ROGERS PRIVATE WEALTH, LLC

5305 S Highland Drive
Suite 100
Salt Lake City, Utah 84117
Tel: 8019929783

About PETERSON ROGERS PRIVATE WEALTH, LLC

PETERSON ROGERS PRIVATE WEALTH, LLC, formally registered with the SEC as PETERSON ROGERS PRIVATE WEALTH, LLC. The firm was established in 05/05/2023. They have over 1 offices throughout the country.

PETERSON ROGERS PRIVATE WEALTH, LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $160,484,119 assets under management, offering retirement planning & investment advisory services to 88 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324001
SEC#	801-127132
Assets Managed by Firm	$160,484,119
No. of Clients	88
No. of Advisors	4

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
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	88	$160,484,119
High net worth individuals	81	$141,460,228
Pension and profit sharing plans	2	$3,894,537
Corporations or other businesses	5	$15,129,354

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