Peterson Wealth Advisors, LLC

Peterson Wealth Advisors, LLC (CRD# 146349) is a financial advisory firm headquartered in Orem, UT. They manage $567,431,332 in 1,588 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
360 West 920 North, Orem, UT 84057
https://www.petersonwealth.com
By the Numbers
  • Total Assets Under Management
    567
    MILLION
  • Total Number of Accounts
    1,588
    ACCOUNTS
  • Average Account Value
    $357,325
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, ID, NV, TX, UT, WA, WY

Financial Advisors at Peterson Wealth Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Alexander Call, financial advisor Orem UT
Alexander P. Call
CRD#: 6309288
360 West 920 North, Orem, UT 84057

Alexander Call (CRD# 6309288) 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.

2
Carson Johnson, financial advisor Orem UT
Carson D. Johnson
CRD#: 6665459
360 West 920 North, Orem, UT 84057

Carson Johnson (CRD# 6665459) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 7 years of experience in the finance industry.

3
Jeffrey Lindsay, financial advisor Orem UT
Jeffrey D. Lindsay
CRD#: 5279879
360 West 920 North, Orem, UT 84057

Jeffrey Lindsay (CRD# 5279879) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 17 years of experience in the finance industry.

4
Scott Peterson, financial advisor Orem UT
Scott M. Peterson
CRD#: 1611542
360 West 920 North, Orem, UT 84057

Scott Peterson (CRD# 1611542) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 37 years of experience in the finance industry.

5
Joshua Glenn, financial advisor Orem UT
Joshua M. Glenn
CRD#: 7525527
360 West 920 North, Orem, UT 84057

Joshua Glenn (CRD# 7525527) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has 1 year of experience in the finance industry.

6
Alek Johnson, financial advisor Orem UT
Alek R. Johnson
CRD#: 7079967
360 West 920 North, Orem, UT 84057

Alek Johnson (CRD# 7079967) 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.

7
Daniel Ruske, financial advisor Orem UT
Daniel M. Ruske
CRD#: 7079844
360 West 920 North, Orem, UT 84057

Daniel Ruske (CRD# 7079844) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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