PETERSON WEALTH SERVICES INC.

1523 East Skyline Drive Suite C
South Ogden, Utah 84405
Tel: 801-475-4002

About PETERSON WEALTH SERVICES INC.

PETERSON WEALTH SERVICES INC, formally registered with the SEC as PETERSON WEALTH SERVICES INC. The firm was established in 08/17/2020. They have over 1 offices throughout the country.

PETERSON WEALTH SERVICES INC. is a South Ogden, Utah based Financial Planning firm with nearly $394,014,090 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288620
SEC#	801-119303
Assets Managed by Firm	$394,014,090
No. of Clients	391
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	391	$394,014,090
Individuals (other than high net worth individuals)	377	$221,244,143
High net worth individuals	13	$167,443,371
Charitable organizations	2	$5,326,576

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