PETERSON WEALTH ADVISORS, LLC

OREM, Utah·4 registered advisors·CRD# 146349
SEC# 801-689170801-225-0000
01

Firm Overview

AUM
$567M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at PETERSON WEALTH ADVISORS, LLC

4 registered advisors
Alexander Parkinson Call
OREM, Utah
Jeffrey Dean Lindsay
OREM, Utah
Mark Philip Whitaker
OREM, Utah
Scott Martin Peterson
OREM, Utah
05

Office Locations

OREM, Utah
4 advisors

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Data sourced from SEC Form ADV filings. PETERSON WEALTH ADVISORS, LLC (CRD# 146349) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.