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Building 2PETERSON WEALTH ADVISORS, LLC

Map pinOREM, UT
Phone801-225-0000
NotebookSEC #801-68917
Total AUM
$829.7M
Employees
13
Clients
667

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 WEST 920 NORTH
OREM
UT 84057
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
801-225-0000

ReceiptFinancials

Total AUM
$829.7M
Accounts
1,988
Discretionary
$829.7M
Accounts
1,988
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
429
AUM
$292.1M
HNW Individual Clients
224
AUM
$492.1M
Pension/Profit Sharing Plan Clients
5
AUM
$7.8M
Charitable Organization Clients
2
AUM
$15.5M
Corporation or Business Clients
7
AUM
$22.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOIDNVTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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