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| Peterson Wealth Management LLC
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|---|---|
| CRD # | 285415 |
| SEC # | 801-117241 |
| CIK # | 0001785144 |
| AUM | 251.1 M (2026-05-12) |
| Employees | 7 (43% Investors, 43% Brokers) |
| Fees | |
| Minimum | |
| Phone | 775-673-1100 |
| Address | 2255 Green Vista Drive Sparks, NV 89431 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001785144 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 7.4 | ||
| Costco Wholesale Corp /NEW | 6.6 | ||
| Wal Mart Stores Inc | 5.5 | ||
| CrowdStrike Holdings Inc | 5.5 | ||
| Microsoft Corp | 4.6 | ||
| FPL Group Inc | 4.5 | ||
| J P Morgan Chase & Co | 4.0 | ||
| Nvidia Corp | 3.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.2 | ||
| Facebook Inc | 2.7 | ||
| Palo Alto Networks Inc | 1.8 | ||
| PepsiCo Inc | 1.5 | ||
| Broadcom Inc | 1.4 | ||
| Mastercard Inc | 1.0 | ||
| Apple Inc | 0.9 | ||
| Roblox Corp | 0.8 | ||
| Tesla Motors Inc | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,058 | 136.1 |
| (b) Individuals (high net worth individuals) | 86 | 113.5 |
| (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 | 1.6 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,145 | 251.1 |
| By Discretionary | ||
| Discretionary | 1,119 | 250.2 |
| Non-Discretionary | 26 | 0.9 |
| Total | 1,145 | 251.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.1 | |
| Total | 1,145 | 251.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001785144] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Talisman Wealth Advisors LLC
✚
|
NJ | 251.3 M |
|
Windward Wealth Strategies Inc
✚
|
WI | 251.2 M |
|
Cassia Capital Partners LLC
✚
|
NC | 251.2 M |
|
Checks & Balances Inc
✚
|
GA | 251.1 M |
|
Windle Wealth LLC
✚
|
OK | 251.0 M |
|
HMM Group LLC
✚
|
CA | 251.0 M |
|
Seek First Inc
✚
|
CA | 251.0 M |
|
Teton Advisors LLC
✚
|
CT | 250.9 M |
|
Blodgett Wealth Advisors LLC
✚
|
250.9 M | |
|
The RUDD Company LLC
✚
|
TX | 250.8 M |