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| Happy Holidays!! thanks for using AUM13F!! |
| Petersen Hastings Wealth Advisors Inc
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|---|---|
| CRD # | 110952 |
| SEC # | 801-19727 |
| CIK # | |
| AUM | $1.3 B (2025-03-28) |
| Employees | 21 (86% Investors, 0% Brokers) |
| Phone | 509-735-0484 |
| Address | 8203 W Quinault Kennewick, WA 99336 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 772 | 288.4 |
| (b) Individuals (high net worth individuals) | 284 | 659.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 54 | 273.8 |
| (h) Charitable organizations | 6 | 12.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 2.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 41.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,034 | 1,278.1 |
| By Discretionary | ||
| Discretionary | 3,034 | 1,278.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,034 | 1,278.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,278.1 | |
| Total | 3,034 | 1,278.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Campbell Newman Asset Management Inc
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|
WI | 1.3 |
|
CJM Wealth Advisers Ltd
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|
VA | 1.3 |
|
Bigsur Wealth Management LLC
✚
|
FL | 1.3 |
|
Claro Advisors LLC
✚
|
MA | 1.3 |
|
Meramec Financial Planners LLC
✚
|
MO | 1.3 |
|
Northern Trust Securities Inc
✚
|
IL | 1.3 |
|
TBH Global Asset Management LLC
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|
TN | 1.3 |
|
Cumberland Investment Counsel Inc
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|
1.3 | |
|
Wealthplan Partners LLC
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|
NE | 1.3 |
|
Kings Path Partners LLC
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|
TX | 1.3 |