PETERSON ROGERS PRIVATE WEALTH, LLC

SALT LAKE CITY, Utah·2 registered advisors·CRD# 324001
SEC# 801-12713208019929783
01

Firm Overview

AUM
$160M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at PETERSON ROGERS PRIVATE WEALTH, LLC

2 registered advisors
Benjamin Samuel-Wayne Rogers
LEHI, Utah
M Tom Peterson
LEHI, Utah
05

Office Locations

LEHI, Utah
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PETERSON ROGERS PRIVATE WEALTH, LLC (CRD# 324001) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.