Peterson Wealth Services Inc.
● SEC registered since 2020CRD 288620SEC# 801-119303South Ogden, UT
Reg. AUM
$528.5M
Employees
6
Accounts
1,835
Location
South Ogden, UT
Peterson Wealth Services Inc. assets under management
Peterson Wealth Services Inc. is an SEC-registered investment adviser based in South Ogden, UT. The firm has been registered since 2020. It reports $528.5 million in regulatory assets under management and employs 6 people.
Peterson Wealth Services Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Billy Cade Peterson Control | Ceo, Cco | Over 75% | 2009 |
Frequently asked questions
How much does Peterson Wealth Services Inc. manage?
Peterson Wealth Services Inc. reports $528.5 million in regulatory assets under management on its Form ADV.
How many employees does Peterson Wealth Services Inc. have?
Peterson Wealth Services Inc. reports 6 employees.
Where is Peterson Wealth Services Inc. located?
Peterson Wealth Services Inc. is based in South Ogden, UT and has been SEC-registered since 2020.
Does Peterson Wealth Services Inc. disclose fund performance?
Peterson Wealth Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1523 East Skyline Drive Suite C, South Ogden, UT 84405 |
| Phone | 801-475-4002 |
| Fax | 801-475-4015 |
| Office hours | Monday -Thursday 8 a.m.-4 p.m. Fridays 8 a.m.-2:30 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$528.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$528.5Mregulatory AUM
Discretionary $528.5M