Peterson Wealth Advisors, LLC

Peterson Wealth Advisors, LLC (CRD# 146349) is a financial advisory firm headquartered in Orem, UT. They manage $112,432,023 in 1,536 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    1,536
    ACCOUNTS
  • Average Account Value
    $73,198
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX, UT, WA

Financial Advisors at Peterson Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Scott M. Peterson
CRD#: 1611542
360 West 920 North, Orem, UT 84057
96
Wealthminder
score

Scott Peterson (CRD# 1611542) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 29 years of experience in the finance industry.

2
Jeffrey D. Lindsay
CRD#: 5279879
360 West 920 North, Orem, UT 84057
93
Wealthminder
score

Jeffrey Lindsay (CRD# 5279879) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 9 years of experience in the finance industry.

3
Mark P. Whitaker
CRD#: 6407468
360 West 920 North, Orem, UT 84057
88
Wealthminder
score

Mark Whitaker (CRD# 6407468) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has 1 year of experience in the finance industry.

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