# 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.

- CRD: 110952
- Filed as: PETERSEN HASTINGS WEALTH ADVISORS, INC.
- Also doing business as: GROWWEALTH DIGITAL STRATEGIES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kennewick, WA
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110952
- AdvisorCensus page: https://advisorcensus.com/firm/petersen-hastings-wealth-advisors-inc-kennewick-wa-110952

## Quick answers

**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).

**How much does Petersen Hastings Wealth Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated April 27, 2026 states: Hourly rate: $400 an hour (advisors). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

- Hourly rate: $400 an hour (advisors)

> The hourly rates are $400 for advisors and $250 for staff. Hourly charges will continue only for necessary work beyond the initial notification date.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC
- Matrix Trust Co.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,576,834,456
- Discretionary: $1,576,834,456
- Non-discretionary: $0

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 1983 (43 years)
- Employees: 19 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, MT, NH, NM, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Spokane, WA
- Walla Walla, WA

### Websites listed on Form ADV (Item 1.I)
- growwealthds.com
- petersenhastings.com
- Facebook @PETERSENHASTINGS
- Facebook @growwealthds
- Facebook @phsmartvestor
- Instagram @Phsmartvestor
- Instagram @Phwealthadvisors
- Instagram @growwealthds
- LinkedIn @PETERSEN-HASTINGS
- YouTube @UCGN3UP9ZQJGVXVSC64IMFNA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $838,009,095 | 17 | March 10, 2021 |
| October 2022 | $1,011,693,937 | 15 | February 28, 2022 |
| October 2023 | $927,086,401 | 17 | April 17, 2023 |
| October 2024 | $1,123,539,746 | 19 | September 9, 2024 |
| October 2025 | $1,278,121,352 | 21 | March 28, 2025 |
| October 2026 | $1,576,834,456 | 19 | April 27, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Petersen Hastings Wealth Advisors, Inc. (CRD 110952): Form ADV filing data as of October 2026.