Petersen Hastings Wealth Advisors, Inc.
● SEC registered since 1983CRD 110952SEC# 801-19727Kennewick, WA
Reg. AUM
$1.58B
Employees
19
Accounts
3,444
Location
Kennewick, WA
Petersen Hastings Wealth Advisors, Inc. assets under management
Petersen Hastings Wealth Advisors, Inc. is an SEC-registered investment adviser based in Kennewick, WA. The firm has been registered since 1983. It reports $1.6 billion in regulatory assets under management and employs 19 people.
Petersen Hastings Wealth Advisors, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blaine Arthur Carr Control | Treasurer | 25-50% | 2007 |
| Diane Elizabeth Gaines Control | Chief Compliance Officer; Chief Operations Officer | 5-10% | 2025 |
| Matthew James Petersen Control | Secretary | 25-50% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Petersen Hastings Wealth Advisors, Inc. manage?
Petersen Hastings Wealth Advisors, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Petersen Hastings Wealth Advisors, Inc. have?
Petersen Hastings Wealth Advisors, Inc. reports 19 employees.
Where is Petersen Hastings Wealth Advisors, Inc. located?
Petersen Hastings Wealth Advisors, Inc. is based in Kennewick, WA and has been SEC-registered since 1983.
Does Petersen Hastings Wealth Advisors, Inc. disclose fund performance?
Petersen Hastings Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8203 W Quinault, Suite 101, Kennewick, WA 99336 |
| Phone | 509-735-0484 |
| Fax | 509-735-4191 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.58B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.58Bregulatory AUM
Discretionary $1.58B