Peterson Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orem, UT. Its latest Form ADV filing, dated April 26, 2026, reports $830M in regulatory assets under management, 13 employees, and 1,988 accounts.
Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
429
2
HNWI
33.6%
224
3
Corporations
1.0%
7
4
Pension Plans
0.7%
5
5
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$830Mas of April 26, 2026
Discretionary100.0%
$830M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$830M
Total Accounts1,988
10Y AUM Change+$656M (+377.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee51:1
10Y Employee Change+10 (+333.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.