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Bethany Peterson

Chief Financial Officer at IEQ Capital

Officer record from the firm’s Form ADVForm ADV filed 9 June 2026

Bethany Peterson is Chief Financial Officer of IEQ Capital, LLC, a Foster City investment adviser.

Role at IEQ Capital

Title on Schedule A
Chief Financial Officer
Control
Bethany Peterson is a control person of IEQ Capital.
Ownership
An individual ownership band is not available in the source record.
Tenure
Bethany Peterson has held the filed role since June 2019.

The firm

IEQ Capital, LLC
Foster City, CA

Form ADV filed 9 June 2026

$56.8B AUM2,309 clients193 advisers11 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Bethany Peterson is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Bethany Peterson
CRD
4567870
Firm
IEQ Capital, LLC
Record basis
Form ADV officer listing
Firm bio
ieqcapital.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

IEQ Capital identifies Bethany Peterson as Partner and Chief Financial Officer, overseeing accounting, finance, and FP&A reporting. Official firm biography

Education

Common questions

Where does Bethany Peterson work?

Bethany Peterson has been Chief Financial Officer of IEQ Capital, LLC since June 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 June 2026

Leadership at IEQ Capital

Sources

  1. IAPD individual lookup, CRD 4567870. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of IEQ Capital, LLC, filed 9 June 2026. Title, control and ownership bands.
  3. IEQ Capital team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Bethany Peterson or IEQ Capital, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.