# Peterson Wealth Advisors, LLC

> Peterson Wealth Advisors, LLC is an SEC-registered investment advisory firm in Orem, UT, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 146349
- Filed as: PETERSON WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orem, UT
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146349
- AdvisorCensus page: https://advisorcensus.com/firm/peterson-wealth-advisors-llc-orem-ut-146349

## Quick answers

**How is Peterson Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Peterson Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Peterson Wealth Advisors, LLC located?**
Peterson Wealth Advisors, LLC's principal office is in Orem, UT, according to its Form ADV.

**Is Peterson Wealth Advisors, LLC registered with the SEC or a state?**
Peterson Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146349.

**How much does Peterson Wealth Advisors, LLC manage?**
Peterson Wealth Advisors, LLC reports $829,682,153 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**How have Peterson Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Peterson Wealth Advisors, LLC: Regulatory assets under management: $349,614,386 in the October 2021 data and $829,682,153 in the October 2026 data, up 137%. Total employees: 9 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Peterson Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (429); high net worth individuals (224); corporations or other businesses not listed above (7).

**Which custodians does Peterson Wealth Advisors, LLC use?**
Peterson Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Peterson Wealth Advisors, LLC 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/146349

**What changed in Peterson Wealth Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 12 to 13.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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: $829,682,153
- Discretionary: $829,682,153
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 429 | $292,148,858 |
| High net worth individuals | 224 | $492,052,333 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $7,842,494 |
| Charitable organizations | 2 | $15,470,289 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $22,168,179 |
| Other | 0 | $0 |

### 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
- Educational seminars/workshops

### Firm details
- Registered since: 2008 (18 years)
- Employees: 13 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, ID, NV, TX, UT, VA, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- petersonwealth.com
- Facebook @RetirementIncomePlanners
- LinkedIn @peterson-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $349,614,386 | 9 | September 15, 2021 |
| October 2022 | $505,479,272 | 9 | August 24, 2022 |
| October 2023 | $479,065,462 | 9 | June 9, 2023 |
| October 2024 | $567,431,332 | 10 | May 31, 2024 |
| October 2025 | $688,734,656 | 13 | July 31, 2025 |
| October 2026 | $829,682,153 | 13 | September 8, 2026 |

Regulatory assets under management: $349,614,386 in the October 2021 data and $829,682,153 in the October 2026 data, up 137%.
Total employees: 9 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 12 to 13.

### March 2026
- Regulatory assets under management went from $688,734,656 to $829,682,153 (+20%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 13 to 12.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peterson Wealth Advisors, LLC (CRD 146349): Form ADV filing data as of October 2026.