Peterson Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Peterson Wealth Management reports 1,144 clients. They include 1,058 individual clients and 86 high-net-worth individuals. Of its assets, 99.6% ($250M across 1,119 accounts) are managed with discretion; $906K across 26 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 92% | 54% |
| High-net-worth individuals | 8% | 45% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
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) | 1,058 | $136M | 54.2% | $129K |
| High-net-worth individuals | 86 | $113M | 45.2% | $1.32M |
| Pension and profit-sharing plans | Fewer than 5 | $1.56M | 0.6% | — |
| Total | 1,144 | $251M | 100% | — |
- Clients
- 1,058
- Regulatory AUM
- $136M
- AUM share
- 54.2%
- Avg. per client
- $129K
- Clients
- 86
- Regulatory AUM
- $113M
- AUM share
- 45.2%
- Avg. per client
- $1.32M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.56M
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 1,144
- Regulatory AUM
- $251M
- 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
- 0
Peterson Wealth Management charges up to 1.75% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Financial planning and consulting is charged hourly, with a maximum of $250 per hour and a minimum of two hours per engagement.
Donald Peterson owns 50% to 75% of Peterson Wealth Management. The leadership team of Peterson Wealth Management includes Chief Compliance Officer Jess Peterson. It has 7 employees, 3 of them in advisory roles.
Leadership
- Jess PetersonMember & Chief Compliance Officer
- Cindy PetersonMember
- Tiffany PetersonMember
- Donald PetersonMember
- Andrew PetersonMember
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Andrew George Peterson
- Donald Scott Peterson
- Jess David Peterson
Staff
- 7 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 2 insurance agents
- Owns 50% to 75% of Peterson Wealth Management, LLC
Donald Peterson
Control person · since December 2016
- Owns 25% to 50% of Peterson Wealth Management, LLC
Jess Peterson
Control person · since December 2016
- Owns 10% to 25% of Peterson Wealth Management, LLC
Andrew Peterson
Control person · since October 2019
- Owns 5% to 10% of Peterson Wealth Management, LLC
Cindy Peterson
Control person · since December 2016
- Owns 5% to 10% of Peterson Wealth Management, LLC
Tiffany Peterson
Control person · since January 2021
Peterson Wealth Management’s regulatory assets grew 1.6× from $158M (March 2021) to $251M (May 2026); clients rose from 741 to 1,144 and employees from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $251M | 1,144 | 7 | 2 |
| March 2025 | $222M | 1,051 | 7 | 2 |
| February 2024 | $185M | 947 | 7 | 2 |
| February 2023 | $151M | 922 | 7 | 2 |
| February 2022 | $176M | 842 | 5 | 2 |
| March 2021 | $158M | 741 | 5 | 2 |
Besides its headquarters, Peterson Wealth Management has 1 office, with 2 listed addresses in Nevada.
Nevada · 2 listed addresses
- 2255 Green Vista Drive, Suite 403, SparksHQ
- 2258 Reno Highway, Fallon
Contact and registration details
- Legal name
- Peterson Wealth Management, LLC
- Headquarters
- 2255 Green Vista Drive, Suite 403, Sparks, NV 89431
- Website
- petersonwm.com
- Phone
- 775-673-1100
- SEC file
- 801-117241
- Structure
- Nevada LLC
- Fiscal year end
- December
Peterson Wealth Management uses Charles Schwab ($251M) as custodian for its separately managed accounts. Peterson Wealth Management has custody of $3.1M in client assets for 4 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $251M100%
At year end, Peterson Wealth Management’s separately managed accounts were mostly in stocks (62%) and bonds (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $215M across 184 positions; the largest are Invesco Qqq TR (15.3%), State Str SPDR S&P 500 ETF T (14.1%) and Vanguard Scottsdale Fds (8.8%).
What the accounts hold
- Stocks62%
- Funds15%
- Bonds24%
- U.S. government and agency bonds6%
- State and local bonds6%
- Sovereign bonds6%
- Investment grade corporate bonds6%
Reported 13F holdings
- $215M
- Reported 13F value
- 184
- Positions
- 68.2%
- In the 10 largest
- +24.4%
- Value vs. prior quarter
- Invesco Qqq TR · Unit Ser 115.3%
- State Str SPDR S&P 500 ETF T · TR Unit14.1%
- Vanguard Scottsdale Fds · Int-term Corp.8.8%
- Vanguard Specialized Funds · Div App ETF6.7%
- Select Sector SPDR TR · ST Str Util ETF4.6%
- Amazon Com Inc.4.2%
- Microsoft Corp.4.1%
- Costco Wholesale Corporation3.7%
- Walmart Inc.3.4%
- Select Sector SPDR TR · ST Str Discr ETF3.3%
Together, the ten largest are 68.2% of reported value.
How many clients does Peterson Wealth Management have?
Peterson Wealth Management has 1,144 clients and manages $251 million for them, as of May 2026. They include 1,058 individual clients and 86 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026
What services does Peterson Wealth Management offer?
Peterson Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Peterson Wealth Management charge?
Peterson Wealth Management charges up to 1.75% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Which custodians does Peterson Wealth Management use?
Peterson Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $251M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026
How many financial advisors does Peterson Wealth Management have?
Peterson Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are 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 Peterson Wealth Management invest in?
At the end of its last fiscal year, Peterson Wealth Management’s separately managed accounts held 62% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 6% U.S. government and agency bonds, 6% state and local bonds, 6% sovereign bonds and 6% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Peterson Wealth Management?
Peterson Wealth Management’s direct owners are Donald Peterson (50% to 75%), Jess Peterson (25% to 50%), Cindy Peterson (5% to 10%), Andrew Peterson (10% to 25%) and Tiffany Peterson (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 May 2026
How does Peterson Wealth Management get paid?
Peterson Wealth Management is paid through a percentage of assets under management and hourly charges. 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 Peterson Wealth Management registered with the SEC?
Yes, Peterson Wealth Management has been registered with the SEC as an investment adviser since 26 August 2019. Its CRD number is 285415 and its SEC file number is 801-117241.
Source: Form ADV Part 1A, Item 1, filed 12 May 2026; IAPD firm record
How do I contact Peterson Wealth Management?
Peterson Wealth Management’s main office is at 2255 Green Vista Drive, Suite 403, Sparks, NV 89431. Its phone number is 775-673-1100. Its website is petersonwm.com.