Peterson Wealth Advisors, LLC
● SEC registered since 2008CRD 146349SEC# 801-68917Orem, UT
Reg. AUM
$829.7M
Employees
13
Accounts
1,988
Location
Orem, UT
Peterson Wealth Advisors, LLC assets under management
Peterson Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Orem, UT. The firm has been registered since 2008. It reports $829.7 million in regulatory assets under management and employs 13 people.
Peterson Wealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alek Reid Johnson Control | Partner | 5-10% | 2026 |
| Alexander Parkinson Call Control | Partner | 10-25% | 2026 |
| Carson Dale Johnson Control | Partner | 5-10% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Peterson Wealth Advisors, LLC manage?
Peterson Wealth Advisors, LLC reports $829.7 million in regulatory assets under management on its Form ADV.
How many employees does Peterson Wealth Advisors, LLC have?
Peterson Wealth Advisors, LLC reports 13 employees.
Where is Peterson Wealth Advisors, LLC located?
Peterson Wealth Advisors, LLC is based in Orem, UT and has been SEC-registered since 2008.
Does Peterson Wealth Advisors, LLC disclose fund performance?
Peterson Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 360 West 920 North, Orem, UT 84057 |
| Phone | 801-225-0000 |
| Fax | 801-226-1489 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$829.7M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$829.7Mregulatory AUM
Discretionary $829.7M