PETERSON ROGERS PRIVATE WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$177,052,919
Discretionary
$171,352,919
Non-discretionary
$5,700,000
Firm details
- CRD number
- 324001
- SEC file number
- 801-127132
- Main office
- SALT LAKE CITY, UT, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.