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| Peterson Wealth Services Inc
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|---|---|
| CRD # | 288620 |
| SEC # | 801-119303 |
| CIK # | 0001906799 |
| AUM | 528.5 M (2026-03-18) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 801-475-4002 |
| Address | 1523 East Skyline Drive Suite C South Ogden, UT 84405 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 24.0 | ||
| Apple Inc | 23.7 | ||
| Comfort Systems USA Inc | 22.6 | ||
| Tesla Motors Inc | 16.3 | ||
| J P Morgan Chase & Co | 14.7 | ||
| Costco Wholesale Corp /NEW | 14.0 | ||
| Broadcom Inc | 12.8 | ||
| Amazon Com Inc | 12.5 | ||
| Palantir Technologies Inc | 11.3 | ||
| ASML Holding NV | 9.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 391 | 163.3 |
| (b) Individuals (high net worth individuals) | 54 | 325.7 |
| (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 | 7.3 |
| (h) Charitable organizations | 1 | 13.5 |
| (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 | 6 | 18.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,835 | 528.5 |
| By Discretionary | ||
| Discretionary | 1,835 | 528.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,835 | 528.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 528.5 | |
| Total | 1,835 | 528.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906799] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Jacksonville Wealth Management LLC
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FL | 533.5 M |
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DST Wealth Management LLC
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Pension & Wealth Management Advisors Inc
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MA | 529.8 M |
|
Denver Wealth Management Inc
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CO | 529.8 M |
|
Gagnon Securities LLC
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NY | 529.7 M |
|
Sa Mason LLC
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MI | 528.7 M |
|
Noble Family Wealth LLC
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FL | 527.5 M |
|
Compass Financial Advisory Services LLC
✚
|
FL | 527.2 M |
|
Core Planning LLC
✚
|
MO | 525.0 M |
|
Reify Wealth Advisors Inc
✚
|
IN | 524.4 M |