PETERSON WEALTH SERVICES INC.
SEC Form ADV profile.
Total regulatory AUM
$528,544,411
Discretionary
$528,544,411
Non-discretionary
$0
Firm details
- CRD number
- 288620
- SEC file number
- 801-119303
- Main office
- SOUTH OGDEN, UT, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.