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Petersen Hastings Wealth Advisors, Inc.

● SEC registered since 1983CRD 110952SEC# 801-19727Kennewick, WA
Export (members)
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
NameTitleOwnershipSince
Blaine Arthur Carr ControlTreasurer25-50%2007
Diane Elizabeth Gaines ControlChief Compliance Officer; Chief Operations Officer5-10%2025
Matthew James Petersen ControlSecretary25-50%2019
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Frequently 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

Address8203 W Quinault, Suite 101, Kennewick, WA 99336
Phone509-735-0484
Fax509-735-4191
Office hours8 a.m. - 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.58B▲ 23%
Mar '25 — $1.28BApr '25 — $1.28BMay '25 — $1.28BJun '25 — $1.28BJul '25 — $1.28BAug '25 — $1.28BSep '25 — $1.28BOct '25 — $1.28BNov '25 — $1.28BDec '25 — $1.28BJan '26 — $1.28BFeb '26 — $1.28BMar '26 — $1.58BApr '26 — $1.58BMay '26 — $1.58BJun '26 — $1.58B
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