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| Peterson Wealth Advisors LLC
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|---|---|
| CRD # | 146349 |
| SEC # | 801-68917 |
| CIK # | 0001713558 |
| AUM | $829.7 M (2026-04-26) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 801-225-0000 |
| Address | 360 West 920 North Orem, UT 84057 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001713558 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.4 | ||
| Global MOFY Metaverse Ltd | 2.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 429 | 292.1 |
| (b) Individuals (high net worth individuals) | 224 | 492.1 |
| (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 | 5 | 7.8 |
| (h) Charitable organizations | 2 | 15.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 22.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,988 | 829.7 |
| By Discretionary | ||
| Discretionary | 1,988 | 829.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,988 | 829.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 829.7 | |
| Total | 1,988 | 829.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001713558] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Leelyn Smith LLC
✚
|
IL | 0.9 |
|
Prime Quadrant US LLC
✚
|
0.8 | |
|
Baron Wealth Management LLC
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|
MI | 0.8 |
|
Stone House Investment Management LLC
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|
PA | 0.8 |
|
Net Worth Advisory Group LLC
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|
UT | 0.8 |
|
Granite Group Advisors LLC
✚
|
CT | 0.8 |
|
New Harbor Financial Group LLC
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|
MA | 0.8 |
|
Premier Financial Group Inc
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|
CA | 0.8 |
|
Nelson Capital Management LLC
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|
CA | 0.8 |
|
NorthStar Asset Management Inc
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|
MA | 0.8 |