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Building 2PETERSON WEALTH MANAGEMENT, LLC

Map pinSPARKS, NV
Phone775-673-1100
NotebookSEC #801-117241
Total AUM
$251.1M
Employees
7
Clients
1,145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2255 GREEN VISTA DRIVE
SUITE 403
SPARKS
NV 89431
United States
Operating Hours
8:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
775-673-1100
Other Offices
1

ReceiptFinancials

Total AUM
$251.1M
Accounts
1,145
Discretionary
$250.2M
Accounts
1,119
Non-Discretionary
$906.1K
Accounts
26

ContactClients

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Individual Clients
1,058
AUM
$136.1M
HNW Individual Clients
86
AUM
$113.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALANVTXUT

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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