wiseradvisor

PETERSON WEALTH ADVISORS, LLC

Tel: 801-225-0000
360 WEST 920 NORTH
OREM, Utah  84057

About PETERSON WEALTH ADVISORS, LLC

PETERSON WEALTH ADVISORS, LLC is a OREM, Utah based financial advisory firm with nearly $567,431,332 in assets under management and provides investment advisory services for 1588 clients. There are currently 10 financial advisors at the firm.


General Information

Firm CRD#:   146349
SEC#:   801-68917
Assets under Management:   $567,431,332
No. of Clients:   1588
No. of Advisors:   10
Advisory Services Provided:   Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients
Fee Structure:   A percentage of AUM

More Financial Advisor Firms in OREM, Utah

Financial Advisory Firm Firm CRD# SEC# No. of Clients No. of Advisors AUM
STRATEGIC PLANNING GROUP 113844 801-112440 3070 18 $513,845,387
ASCEND INVESTMENT PARTNERS 307667 801-118514 1992 9 $510,972,642
ABG CONSULTANTS 131129 801-69619 1984 4 $511,855,158
NAVIGATE PRIVATE WEALTH, LLC 170774 801-79648 1804 12 $462,565,254
PETERSON WEALTH ADVISORS, LLC 146349 801-68917 1588 10 $567,431,332
BLUE BARN WEALTH 107202 801-118602 765 11 $431,416,544
CYNOSURE GROUP, LLC 281399 801-107042 590 49 $4,862,981,883
LUNT CAPITAL MANAGEMENT INC. 125183 801-70051 573 7 $521,069,114
JACOBSEN CAPITAL MANAGEMENT 116085 801-63010 478 5 $474,630,289
ACCUVEST GLOBAL ADVISORS, INC. 134096 801-68887 310 6 $517,953,758
NARUS FINANCIAL PARTNERS, LLC 173534 801-80500 197 7 $467,737,201
BRIDGE INVESTMENT GROUP 159127 801-72790 132 2300 $47,001,314,000
OXFORD WEALTH MANAGEMENT 332725 801-131225 69 9 $435,328,647
SANDLOT PARTNERS, LLC 311409 801-123545 31 18 $457,694,638
LEP MANAGEMENT LLC 173481 801-111960 3 12 $468,800,528
Explore More Financial Advisor Firms in OREM, Utah >>