Unclaimed Profile

M Tom Peterson

MADDIX HOLDINGS, LLC·LEHI, Utah

Clean recordMADDIX HOLDINGS, LLC

1355 W INNOVATION WAY, LEHI, UT 84043CRD# 1043156Firm CRD# 324001

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

M Tom Peterson · LEHI, UT

Registration

CRD #1043156 · MADDIX HOLDINGS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

M Tom Peterson is a registered financial advisor based in LEHI, Utah, affiliated with MADDIX HOLDINGS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with M Tom

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if M Tom is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

PETERSON ROGERS PRIVATE WEALTH, LLC

AUM

$160M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PETERSON ROGERS PRIVATE WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1043156

Firm CRD# 324001

View on FINRA BrokerCheck →

Looking for a financial advisor in LEHI?

Browse all registered financial advisors in LEHI, Utah or claim this profile if it's yours.

Browse LEHI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does M Tom Peterson offer?

M Tom Peterson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LEHI, Utah for a consultation.

What are M Tom Peterson's credentials?

M Tom Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is M Tom Peterson located?

M Tom Peterson is based in LEHI, Utah, working with MADDIX HOLDINGS, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.

How does M Tom Peterson charge for services?

M Tom Peterson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MADDIX HOLDINGS, LLC?

MADDIX HOLDINGS, LLC has approximately 4 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →