Peterson Rogers Private Wealth, LLC
● SEC registered since 2023CRD 324001SEC# 801-127132Salt Lake City, UT
Reg. AUM
$177.1M
Employees
4
Accounts
89
Location
Salt Lake City, UT
Peterson Rogers Private Wealth, LLC assets under management
Peterson Rogers Private Wealth, LLC is an investment advisory firm registered with the SEC based in Salt Lake City, UT. The firm has been registered since 2023. It reports $177.1 million in regulatory assets under management and employs 4 people.
Peterson Rogers Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Samuel-Wayne Rogers Control | Cco/Manager/Member | 25-50% | 2024 |
| M Tom Peterson Control | Manager/Member | 50-75% | 2024 |
Frequently asked questions
How much does Peterson Rogers Private Wealth, LLC manage?
Peterson Rogers Private Wealth, LLC reports $177.1 million in regulatory assets under management on its Form ADV.
How many employees does Peterson Rogers Private Wealth, LLC have?
Peterson Rogers Private Wealth, LLC reports 4 employees.
Where is Peterson Rogers Private Wealth, LLC located?
Peterson Rogers Private Wealth, LLC is based in Salt Lake City, UT and has been SEC-registered since 2023.
Does Peterson Rogers Private Wealth, LLC disclose fund performance?
Peterson Rogers Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5305 S Highland Drive, Suite 100, Salt Lake City, UT 84117 |
| Phone | 8019929783 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$177.1M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$177.1Mregulatory AUM
Discretionary $171.4MNon-discretionary $5.7M