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| Happy Holidays!! thanks for using AUM13F!! |
| Peterson Wealth Management LLC
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| CRD # | 285415 |
| SEC # | 801-117241 |
| CIK # | 0001785144 |
| AUM | $222.3 M (2025-03-26) |
| Employees | 7 (43% Investors, 43% Brokers) |
| Phone | 775-673-1100 |
| Address | 2255 Green Vista Drive Sparks, NV 89431 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.7 | ||
| Costco Wholesale Corp /NEW | 7.2 | ||
| Amazon Com Inc | 5.9 | ||
| Microsoft Corp | 5.3 | ||
| Wal Mart Stores Inc | 4.4 | ||
| Mastercard Inc | 4.1 | ||
| Home Depot Inc | 3.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.6 | ||
| Lilly Eli & Co | 3.4 | ||
| Palo Alto Networks Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 851 | 88.8 |
| (b) Individuals (high net worth individuals) | 200 | 128.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,053 | 222.3 |
| By Discretionary | ||
| Discretionary | 1,053 | 222.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,053 | 222.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.3 | |
| Total | 1,053 | 222.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001785144] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Releve Financial Group LLC
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|
AZ | 0.2 |
|
Connecticut Capital Management Group LLC
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|
CT | 0.2 |
|
Equitycompass Investment Management LLC
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MD | 0.2 |
|
Entrewealth LLC
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TX | 0.2 |
|
Milestone Asset Management Group LLC
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|
CT | 0.2 |
|
Sorrento Pacific Financial LLC
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|
CA | 0.2 |
|
Great Northern Asset Management LLC
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|
WA | 0.2 |
|
Andrew Hill Investment Advisors Inc
✚
|
FL | 0.2 |
|
Estate & Trust Advisors Inc
✚
|
IL | 0.2 |
|
Portland Private Wealth Management Inc
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|
OR | 0.2 |