# Peterson Wealth Management, LLC

> Peterson Wealth Management, LLC is an SEC-registered investment advisory firm in Sparks, NV, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 285415
- Filed as: PETERSON WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sparks, NV
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285415
- AdvisorCensus page: https://advisorcensus.com/firm/peterson-wealth-management-llc-sparks-nv-285415

## Quick answers

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

**Where is Peterson Wealth Management, LLC located?**
Peterson Wealth Management, LLC's principal office is in Sparks, NV, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Peterson Wealth Management, LLC registered with the SEC or a state?**
Peterson Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 285415.

**How much does Peterson Wealth Management, LLC manage?**
Peterson Wealth Management, LLC reports $251,106,521 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**How have Peterson Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Peterson Wealth Management, LLC: Regulatory assets under management: $158,210,629 in the October 2021 data and $251,106,521 in the October 2026 data, up 59%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Peterson Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,058); high net worth individuals (86).

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

**Does Peterson Wealth Management, 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/285415

**What changed in Peterson Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $222,349,933 to $251,106,521 (+13%).

## From the Form ADV filing

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

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

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: $251,106,521
- Discretionary: $250,200,385
- Non-discretionary: $906,136

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,058 | $136,057,751 |
| High net worth individuals | 86 | $113,491,122 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,557,648 |

### 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA, NV, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Fallon, NV

### Websites listed on Form ADV (Item 1.I)
- petersonwm.com
- Facebook @PETERSONWEALTHMANAGEMENT
- X @JESSPETERSONNV

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $158,210,629 | 5 | March 17, 2021 |
| October 2022 | $175,837,462 | 5 | February 3, 2022 |
| October 2023 | $150,611,412 | 7 | February 14, 2023 |
| October 2024 | $185,073,146 | 7 | February 29, 2024 |
| October 2025 | $222,349,933 | 7 | March 26, 2025 |
| October 2026 | $251,106,521 | 7 | May 12, 2026 |

Regulatory assets under management: $158,210,629 in the October 2021 data and $251,106,521 in the October 2026 data, up 59%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $222,349,933 to $251,106,521 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peterson Wealth Management, LLC (CRD 285415): Form ADV filing data as of October 2026.