SOUTH OGDEN, UTCRD 288620Latest ADV March 18, 2026
Peterson Wealth Services Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in South Ogden, UT. Its latest Form ADV filing, dated March 18, 2026, reports $529M in regulatory assets under management, 6 employees, and 1,835 accounts.
Assets Under Management
$529M
Employees
6
Offices
--
Total Clients
453
Primary office
SOUTH OGDEN, UT
1523 EAST SKYLINE DRIVE SUITE C, SOUTH OGDEN, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.3% of total clients.
Top client categories% of clientsClients
1
Individuals
86.3%
391
2
HNWI
11.9%
54
3
Corporations
1.3%
6
4
Pension Plans
0.2%
1
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$529Mas of March 18, 2026
Discretionary100.0%
$529M
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.
Total AUM$529M
Total Accounts1,835
10Y AUM Change+$314M (+145.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee76:1
10Y Employee Change+3 (+100.0%)
* 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.