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| Happy Holidays!! thanks for using AUM13F!! |
| Peterson Wealth Services Inc
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| CRD # | 288620 |
| SEC # | 801-119303 |
| CIK # | 0001906799 |
| AUM | $462.7 M (2025-05-28) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 801-475-4002 |
| Address | 1523 East Skyline Drive Suite C South Ogden, UT 84405 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 23.4 | ||
| Apple Inc | 20.0 | ||
| J P Morgan Chase & Co | 14.8 | ||
| Tesla Motors Inc | 14.3 | ||
| Costco Wholesale Corp /NEW | 13.5 | ||
| Amazon Com Inc | 13.0 | ||
| Broadcom Inc | 12.0 | ||
| Palantir Technologies Inc | 11.7 | ||
| Comfort Systems USA Inc | 10.3 | ||
| Raymond James Financial Inc | 9.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 370 | 153.1 |
| (b) Individuals (high net worth individuals) | 47 | 276.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.4 |
| (h) Charitable organizations | 1 | 11.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 15.9 |
| (n) Other | 2 | 0.0 |
| Total | 1,604 | 462.7 |
| By Discretionary | ||
| Discretionary | 1,604 | 462.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,604 | 462.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 462.7 | |
| Total | 1,604 | 462.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906799] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Narus Financial Partners LLC
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|
UT | 0.5 |
|
Vickerman Investment Advisors Inc
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|
WA | 0.5 |
|
Paradiem LLC
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LA | 0.5 |
|
Atomic Invest LLC
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NY | 0.5 |
|
Chico Wealth RIA Inc
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CA | 0.5 |
|
Affiliated Financial Advisors Inc
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|
WI | 0.5 |
|
HFG Wealth Management LLC
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|
TX | 0.5 |
|
Financial Plans & Strategies Inc
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|
IN | 0.5 |
|
Rosenblum Silverman Sutton SF Inc
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|
CA | 0.5 |
|
XCEL Wealth Management LLC
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|
FL | 0.5 |