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| Petersen Hastings Wealth Advisors Inc
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|---|---|
| CRD # | 110952 |
| SEC # | 801-19727 |
| CIK # | 0002109614 |
| AUM | 1,576.8 M (2026-04-27) |
| Employees | 19 (84% Investors, 0% Brokers) |
| Phone | 509-735-0484 |
| Address | 8203 W Quinault Kennewick, WA 99336 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.9 | ||
| Microsoft Corp | 3.5 | ||
| Costco Wholesale Corp /NEW | 2.2 | ||
| Tesla Motors Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 858 | 320.3 |
| (b) Individuals (high net worth individuals) | 374 | 857.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 64 | 334.9 |
| (h) Charitable organizations | 8 | 21.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 3.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 39.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,444 | 1,576.8 |
| By Discretionary | ||
| Discretionary | 3,444 | 1,576.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,444 | 1,576.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,576.8 | |
| Total | 3,444 | 1,576.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109614] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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PA | 1,586.8 M |
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Marshall Sterling Wealth Advisors Inc
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Brandywine Oak Private Wealth LLC
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|
Charter Oak Capital Management LLC
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|
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|
Tyche Wealth Partners LLC
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|
TX | 1,567.8 M |
|
PER Stirling Capital Management LLC
✚
|
TX | 1,566.0 M |