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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Peterson Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Peterson Wealth Management charge?","answer":"Peterson Wealth Management charges up to 1.75% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.","source":"FIRM BROCHURE - ADV PART 2A, filed 12 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Peterson Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Peterson Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Peterson Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Peterson Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Peterson Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Peterson Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Peterson Wealth Management?","answer":"Peterson Wealth Management’s main office is at 2255 Green Vista Drive, Suite 403, Sparks, NV 89431. Its phone number is 775-673-1100. 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