Petersen Hastings Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 251–500 clients last fiscal year.
Petersen Hastings Wealth Advisors reports 1,309 clients. They include 858 individual clients, 374 high-net-worth individuals, and 64 pension and profit-sharing plans. Of its assets, 100.0% ($1.58B across 3,444 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 20% |
| High-net-worth individuals | 29% | 54% |
| Pension and profit-sharing plans | 5% | 21% |
| Charitable organizations | <1% | 1% |
| Insurance companies | Fewer than 5 | <1% |
| Other client typesCorporations and other businesses | <1% | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 858 | $320M | 20.3% | $373K |
| High-net-worth individuals | 374 | $858M | 54.4% | $2.29M |
| Pension and profit-sharing plans | 64 | $335M | 21.2% | $5.23M |
| Charitable organizations | 8 | $21.1M | 1.3% | $2.64M |
| Insurance companies | Fewer than 5 | $3.26M | 0.2% | — |
| Corporations and other businesses | 5 | $39.5M | 2.5% | $7.9M |
| Total | 1,309 | $1.58B | 100% | — |
- Clients
- 858
- Regulatory AUM
- $320M
- AUM share
- 20.3%
- Avg. per client
- $373K
- Clients
- 374
- Regulatory AUM
- $858M
- AUM share
- 54.4%
- Avg. per client
- $2.29M
- Clients
- 64
- Regulatory AUM
- $335M
- AUM share
- 21.2%
- Avg. per client
- $5.23M
- Clients
- 8
- Regulatory AUM
- $21.1M
- AUM share
- 1.3%
- Avg. per client
- $2.64M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.26M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $39.5M
- AUM share
- 2.5%
- Avg. per client
- $7.9M
Total
- Clients
- 1,309
- Regulatory AUM
- $1.58B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Petersen Hastings Wealth Advisors charges 0.20%–1.20% a year for its Managed Accounts with Financial Planning. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $2,000 annual minimum. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.20% |
| $500K–$2M | 0.80% |
| $2M–$5M | 0.60% |
| $5M–$20M | 0.40% |
| $20M–$50M | 0.30% |
| $50M and above | 0.20% |
Fee details and sources
Other fees
- Flat-rate managed accounts with financial planning
- A flat fee of $350 a month ($4,200 a year) for accounts above $25,000, generally held at TIAA CREF.
- Hourly fee
- For advisory work whose time cannot be set in advance, the hourly fee is $400 for advisors and $250 for staff.
- Managed accounts without financial planning
- An annual fee of 0.50% of assets, minimum $12 a year, generally made available only through the GrowWealth Digital Strategies program.
Blaine Carr owns 25% to 50% of Petersen Hastings Wealth Advisors. Scott Sarber is CEO; the leadership team includes President Matthew Neff and Chief Compliance Officer Diane Gaines. It has 19 employees, 16 of them in advisory roles.
Leadership
- Scott SarberChief Executive Officer
- Matthew NeffVice-President
- Diane GainesChief Compliance Officer; Chief Operations Officer
- Blaine CarrTreasurer
- Matthew PetersenSecretary
Investment adviser representatives
16 representatives listed in the SEC register as of 9 October 2026.
- Andrew Jacob Bennett
- Cory Tim Briggs
- Blaine Arthur Carr
- Rachel Elizabeth Chacko
- Joshua James Chittenden
- Diane Elizabeth Gaines
- Haley Amanda Marie Johnson
- John Stirn Keyes
- Susan L. Larson
- Mathew Joseph-Jack Legard
- Lilymarie Xue McKeirnan
- Matthew Lee Neff
- Matthew James Petersen
- Cameron James Ridgeway
- Scott Allen Sarber
- Ben Clark Tanke
Staff
- 19 employees
- 16 in advisory functions
- 19 state-registered reps
- 1 soliciting firm
- Owns 25% to 50% of Petersen Hastings Wealth Advisors, Inc.
Blaine Carr
Control person · since January 2007
- Owns 25% to 50% of Petersen Hastings Wealth Advisors, Inc.
Matthew Petersen
Control person · since January 2019
- Owns 10% to 25% of Petersen Hastings Wealth Advisors, Inc.
Scott Sarber
Control person · since February 2002
- Owns 5% to 10% of Petersen Hastings Wealth Advisors, Inc.
Diane Gaines
Control person · since September 2025
Petersen Hastings Wealth Advisors’ regulatory assets grew 1.9× from $838M (March 2021) to $1.58B (April 2026); clients rose from 774 to 1,309 and employees from 17 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.58B | 1,309 | 19 | 3 |
| March 2025 | $1.28B | 1,123 | 21 | 2 |
| February 2024 | $1.12B | 1,017 | 19 | 2 |
| April 2023 | $927M | 927 | 17 | 2 |
| February 2022 | $1.01B | 873 | 15 | 2 |
| March 2021 | $838M | 774 | 17 | 2 |
Besides its headquarters, Petersen Hastings Wealth Advisors has 2 offices, with 3 listed addresses in Washington.
Washington · 3 listed addresses
- 8203 W Quinault, Suite 101, KennewickHQ
- 15 W Alder St, Walla Walla
- 1309 W. Dean Ave., Spokane
Other business names
Petersen Hastings Wealth Advisors has reported 1 other business name to the SEC.
- Growwealth Digital Strategies
Contact and registration details
- Legal name
- Petersen Hastings Wealth Advisors, Inc.
- Headquarters
- 8203 W Quinault, Suite 101, Kennewick, WA 99336
- Website
- petersenhastings.com
- Phone
- 509-735-0484
- @petersen-hastings
- SEC file
- 801-19727
- Structure
- Washington corporation
- Fiscal year end
- December
Petersen Hastings Wealth Advisors uses LPL Financial ($1.03B, 68%), Matrix Trust ($257M, 17%) and Charles Schwab ($219M, 15%) as custodians for its separately managed accounts. Petersen Hastings Wealth Advisors does not have custody of client assets.
- LPL FinancialLPL Financial LLC · San Diego, CA · $1.03B68%
- Matrix TrustMatrix Trust Co. · Denver, CO · $257M17%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $219M15%
At year end, Petersen Hastings Wealth Advisors’ separately managed accounts were mostly in stocks (65%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.19B across 87 positions; the largest are Dimensional ETF Trust (17.4%), American Centy ETF TR (14.9%) and Dimensional ETF Trust (10.6%).
What the accounts hold
- Stocks65%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
- Other29%
- Mutual funds, variable annuities, cds, limited partnership interests29%
Reported 13F holdings
- $1.19B
- Reported 13F value
- 87
- Positions
- 84.3%
- In the 10 largest
- +9.2%
- Value vs. prior quarter
- Dimensional ETF Trust · Core Fixe IN ETF17.4%
- American Centy ETF TR · US Large Cap Vlu14.9%
- Dimensional ETF Trust · US High Prof ETF10.6%
- iShares TR · Ishs 5-10yr Invt9.4%
- Vanguard Index Fds · S&P 500 ETF Shs6.9%
- American Centy ETF TR · US Sml CP Valu6.3%
- Vanguard BD Index Fds · Short Trm Bond5.5%
- Dimensional ETF Trust · Internatnal Val5.0%
- American Centy ETF TR · Intl Smcp Vlu4.2%
- Dimensional ETF Trust · Emgr Cre EQT Mng4.1%
Together, the ten largest are 84.3% of reported value.
How many clients does Petersen Hastings Wealth Advisors have?
Petersen Hastings Wealth Advisors has 1,309 clients and manages $1.58 billion for them, as of April 2026. They include 858 individual clients, 374 high-net-worth individuals, and 64 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026
What services does Petersen Hastings Wealth Advisors offer?
Petersen Hastings Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Petersen Hastings Wealth Advisors charge?
Petersen Hastings Wealth Advisors charges 0.20%–1.20% a year for its Managed Accounts with Financial Planning. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $2,000 annual minimum.
Source: SUMMARY DISCLOSURE BROCHURE - PART 2A, filed 27 April 2026
Which custodians does Petersen Hastings Wealth Advisors use?
Petersen Hastings Wealth Advisors’ separately managed account assets are held at LPL Financial LLC (San Diego, CA), with $1.03B, Matrix Trust Co. (Denver, CO), with $257M and Charles Schwab & Co., Inc. (Westlake, TX), with $219M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 April 2026
How many financial advisors does Petersen Hastings Wealth Advisors have?
Petersen Hastings Wealth Advisors has 19 investment adviser representatives registered with state securities authorities, out of 19 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Petersen Hastings Wealth Advisors invest in?
At the end of its last fiscal year, Petersen Hastings Wealth Advisors’ separately managed accounts held 65% exchange-traded equities, 29% other, 3% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. The 29% other category is described as: Mutual Funds, Variable Annuities, CDS, Limited Partnership Interests.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Petersen Hastings Wealth Advisors?
Petersen Hastings Wealth Advisors’ direct owners are Scott Sarber, Blaine Carr, Matthew Petersen and Diane Gaines, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 April 2026
How does Petersen Hastings Wealth Advisors get paid?
Petersen Hastings Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Petersen Hastings Wealth Advisors registered with the SEC?
Yes, Petersen Hastings Wealth Advisors has been registered with the SEC as an investment adviser since 26 September 1983. Its CRD number is 110952 and its SEC file number is 801-19727.
Source: Form ADV Part 1A, Item 1, filed 27 April 2026; IAPD firm record
How do I contact Petersen Hastings Wealth Advisors?
Petersen Hastings Wealth Advisors’ main office is at 8203 W Quinault, Suite 101, Kennewick, WA 99336. Its phone number is 509-735-0484. Its website is petersenhastings.com.