Peters Wealth Advisors LLC
Peters Wealth Advisors LLC (CRD# 106949) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $249,867,941 in 885 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management250MILLION
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Total Number of Accounts885ACCOUNTS
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Average Account Value$282,337
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, MS, TN, TX, VA
Financial Advisors at Peters Wealth Advisors LLC
No Advisor Found.
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