Peterson Wealth Management, LLC
● SEC registered since 2019CRD 285415SEC# 801-117241Sparks, NV
Reg. AUM
$251.1M
Employees
7
Accounts
1,145
Location
Sparks, NV
Peterson Wealth Management, LLC assets under management
Peterson Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Sparks, NV. The firm has been registered since 2019. It reports $251.1 million in regulatory assets under management and employs 7 people.
Peterson Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew George Peterson Control | Member | 10-25% | 2019 |
| Cindy Peterson Control | Member | 5-10% | 2016 |
| Donald Scott Peterson Control | Member | 50-75% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Peterson Wealth Management, LLC manage?
Peterson Wealth Management, LLC reports $251.1 million in regulatory assets under management on its Form ADV.
How many employees does Peterson Wealth Management, LLC have?
Peterson Wealth Management, LLC reports 7 employees.
Where is Peterson Wealth Management, LLC located?
Peterson Wealth Management, LLC is based in Sparks, NV and has been SEC-registered since 2019.
Does Peterson Wealth Management, LLC disclose fund performance?
Peterson Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2255 Green Vista Drive, Suite 403, Sparks, NV 89431 |
| Phone | 775-673-1100 |
| Fax | 775-673-1109 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1785144 |
| Discloses disciplinary history | No |
Regulatory AUM
$251.1M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$251.1Mregulatory AUM
Discretionary $250.2MNon-discretionary $906K