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| Peterson Wealth Management LLC
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| |
|---|---|
| CRD # | 285415 |
| SEC # | 801-117241 |
| CIK # | 0001785144 |
| AUM | $185.1 MM (2024-02-29) |
| Employees | 7 (43% Investors, 43% Brokers) |
| Phone | 775-673-1100 |
| Address | 2255 Green Vista Drive Sparks, NV 89431 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 6.9 | |
| COST | 207,576.9 | 6.2 | |
| PEP | 226,773.9 | 5.7 | |
| MSFT | 1,918,222.4 | 5.1 | |
| AAPL | 2,382,844.0 | 5.0 | |
| AMZN | 1,092,997.8 | 4.9 | |
| MA | 309,583.1 | 4.8 | |
| LLY | 301,789.7 | 4.2 | |
| CRWD | 40,424.6 | 4.1 | |
| WMT | 335,434.5 | 4.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 768 | 82.2 |
| (b) Individuals (high net worth individuals) | 179 | 98.8 |
| (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 | 0 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 951 | 185.1 |
| By Discretionary | ||
| Discretionary | 951 | 185.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 951 | 185.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.1 | |
| Total | 951 | 185.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001785144] |
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|---|---|---|
|
3J Capital Partners Ltd
✚
|
0.2 | |
|
Nuclo Wealth LLC
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TX | 0.2 |
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WJ Wealth Management LLC
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AZ | 0.2 |
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Crown Oak Advisors LLC
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CA | 0.2 |
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Higgins & Schmidt Wealth Strategies LLC
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CO | 0.2 |
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Garrison Point Advisors LLC
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CA | 0.2 |
|
Petrovic Financial Solutions LLC
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KS | 0.2 |
|
Selkirk Wealth Advisors LLC
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|
WA | 0.2 |
|
Forest Asset Management LLC
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|
IL | 0.2 |
|
Omnistar Financial Group Inc
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|
NC | 0.2 |