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 30 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 10 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 over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.