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Petersen Hastings Wealth Advisors, Inc.

Kennewick, WASEC-registered investment adviserCRD 110952

Filed as PETERSEN HASTINGS WEALTH ADVISORS, INC.

Petersen Hastings Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Kennewick, WA, registered since 1983, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 27, 2026.

43 years
registered since 1983
$1,576,834,456
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Petersen Hastings Wealth Advisors, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Petersen Hastings Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Petersen Hastings Wealth Advisors, Inc. located?

Petersen Hastings Wealth Advisors, Inc.'s principal office is in Kennewick, WA, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

Is Petersen Hastings Wealth Advisors, Inc. registered with the SEC or a state?

Petersen Hastings Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 110952.

How much does Petersen Hastings Wealth Advisors, Inc. manage?

Petersen Hastings Wealth Advisors, Inc. reports $1,576,834,456 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

How have Petersen Hastings Wealth Advisors, Inc.'s assets and staff changed since 2021?

In the Form ADV data for Petersen Hastings Wealth Advisors, Inc.: Regulatory assets under management: $838,009,095 in the October 2021 data and $1,576,834,456 in the October 2026 data, up 88%. Total employees: 17 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Petersen Hastings Wealth Advisors, Inc. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (858); high net worth individuals (374); pension and profit sharing plans (but not the plan participants or government pension plans) (64).

Which custodians does Petersen Hastings Wealth Advisors, Inc. use?

Petersen Hastings Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., LPL Financial LLC and Matrix Trust Co. as custodians holding 10% or more of its separately managed account assets.

Does Petersen Hastings Wealth Advisors, Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110952

What changed in Petersen Hastings Wealth Advisors, Inc.'s recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 18 to 16. Regulatory assets under management went from $1,278,121,352 to $1,576,834,456 (+23%). Added an office in Spokane, WA. Registered or notice-filed in CO.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated April 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$1,576,834,456

$1,576,834,456 as of October 2026, filing dated April 27, 2026.

Discretionary: $1,576,834,456.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 858 Assets $320,323,069 (20%)
High net worth individuals
Clients 374 Assets $857,754,505 (54%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 64 Assets $334,867,210 (21%)
Charitable organizations
Clients 8 Assets $21,108,838 (1%)
Insurance companies
Clients Fewer than 5 Assets $3,256,812 (0%)
Corporations or other businesses not listed above
Clients 5 Assets $39,524,022 (3%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Also doing business as
GROWWEALTH DIGITAL STRATEGIES
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1983 (43 years)
Employees
Total: 19. Performing investment advisory functions: 16.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
2 other offices, as of the May 2026 filing
Spokane, WAWalla Walla, WA
States registered or notice-filed
11 states or jurisdictions
AZCACOFLIDMTNHNMORTXWA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$838M 2021 $1.01B 2022 $927M 2023 $1.12B 2024 $1.28B 2025 $1.58B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,576,834,45619April 27, 2026
October 2025$1,278,121,35221March 28, 2025
October 2024$1,123,539,74619September 9, 2024
October 2023$927,086,40117April 17, 2023
October 2022$1,011,693,93715February 28, 2022
October 2021$838,009,09517March 10, 2021

Regulatory assets under management: $838,009,095 in the October 2021 data and $1,576,834,456 in the October 2026 data, up 88%.

Total employees: 17 in October 2021 and 19 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 18 to 16.
    • Regulatory assets under management went from $1,278,121,352 to $1,576,834,456 (+23%).
    • Added an office in Spokane, WA.
    • Registered or notice-filed in CO.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
growwealthds.competersenhastings.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Petersen Hastings Wealth Advisors, Inc. (CRD 110952): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/petersen-hastings-wealth-advisors-inc-kennewick-wa-110952