Peterson Wealth Advisors, LLC
Orem, UT·SEC-registered · CRD #146349
Peterson Wealth Advisors, LLC is an SEC-registered investment advisory firm in Orem, UT managing $830M across 2.0k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$830M
Client accounts
2.0k
Advisory staff
13
Fee model
Fee-only
How Peterson Wealth Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Peterson Wealth Advisors, LLC
How much does Peterson Wealth Advisors, LLC manage?
Per its most recent SEC Form ADV filing (04/26/2026), Peterson Wealth Advisors, LLC reports $830M in regulatory assets under management across roughly 2.0k client accounts.
How does Peterson Wealth Advisors, LLC charge?
Peterson Wealth Advisors, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Peterson Wealth Advisors, LLC a fiduciary?
Yes. Peterson Wealth Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #146349), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Peterson Wealth Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Peterson Wealth Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Peterson Wealth Advisors, LLC's public SEC Form ADV filing (CRD #146349, filed 04/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Peterson Wealth Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Peterson Wealth Advisors, LLC? Claim this profile.