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| Happy Holidays!! thanks for using AUM13F!! |
| Peterson Wealth Advisors LLC
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| CRD # | 146349 |
| SEC # | 801-68917 |
| CIK # | 0001713558 |
| AUM | $688.7 M (2025-07-31) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 801-225-0000 |
| Address | 360 West 920 North Orem, UT 84057 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001713558 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 2.9 | ||
| Apple Inc | 2.5 | ||
| Exxon Mobil Corp | 2.4 | ||
| Microsoft Corp | 2.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 414 | 247.7 |
| (b) Individuals (high net worth individuals) | 196 | 400.6 |
| (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 | 7 | 6.2 |
| (h) Charitable organizations | 1 | 9.3 |
| (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 | 24.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,776 | 688.7 |
| By Discretionary | ||
| Discretionary | 1,770 | 688.7 |
| Non-Discretionary | 6 | 0.0 |
| Total | 1,776 | 688.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 688.7 | |
| Total | 1,776 | 688.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001713558] |
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|---|---|---|
|
Lipe & Dalton Inc
✚
|
NY | 0.7 |
|
Parisi Gray Wealth Management LLC
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NJ | 0.7 |
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Amerant Investments Inc
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FL | 0.7 |
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Atlas Private Wealth Advisors LLC
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NJ | 0.7 |
|
Uptick Partners LLC
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TX | 0.7 |
|
Arcadia Investment Management Corp
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MI | 0.7 |
|
Centerpoint Advisors LLC
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MA | 0.7 |
|
Victory Financial Group LLC
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|
TX | 0.7 |
|
Financial Focus LLC
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|
CA | 0.7 |
|
Verecan Capital Management Inc
✚
|
0.7 |