SALT LAKE CITY, UTCRD 324001Latest ADV March 30, 2026
Peterson Rogers Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 30, 2026, reports $177M in regulatory assets under management, 4 employees, and 89 accounts.
Assets Under Management
$177M
Employees
4
Offices
--
Total Clients
87
Primary office
SALT LAKE CITY, UT
5305 S HIGHLAND DRIVE, SUITE 100, SALT LAKE CITY, UT, United States
Top client segmentHNWI represent 93.1% of total clients.
Top client categories% of clientsClients
1
HNWI
93.1%
81
2
Corporations
6.9%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$177Mas of March 30, 2026
Discretionary96.8%
$171M
97% of total RAUM96.8%
Non-discretionary3.2%
$6M
3% of total RAUM3.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$177M
Total Accounts89
10Y AUM Change+$177M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee22:1
10Y Employee Change+1 (+33.3%)
* 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.