Peterson Wealth Management, LLC

Peterson Wealth Management, LLC (CRD# 285415) is a financial advisory firm headquartered in Sparks, NV. They manage $185,073,146 in 951 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2255 Green Vista Drive, Suite 403, Sparks, NV 89431
https://www.facebook.com/petersonwealthmanagement
By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    951
    ACCOUNTS
  • Average Account Value
    $194,609
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

AZ, CA, LA, NV, TX, UT

Financial Advisors at Peterson Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Donald Peterson, financial advisor Sparks NV
Donald S. Peterson
CRD#: 1772237
2255 Green Vista Drive, Suite 403, Sparks, NV 89431

Donald Peterson (CRD# 1772237) is an Investment Advisor Representative working at Peterson Wealth Management, LLC in Sparks, NV and has over 36 years of experience in the finance industry.

2
Jess Peterson, financial advisor Sparks NV
Jess D. Peterson
CRD#: 5188024
2255 Green Vista Drive, Suite 403, Sparks, NV 89431

Jess Peterson (CRD# 5188024) is an Investment Advisor Representative working at Peterson Wealth Management, LLC in Sparks, NV and has over 13 years of experience in the finance industry.

3
Andrew Peterson, financial advisor Sparks NV
Andrew G. Peterson
CRD#: 5944571
2255 Green Vista Drive, Suite 403, Sparks, NV 89431

Andrew Peterson (CRD# 5944571) is an Investment Advisor Representative working at Peterson Wealth Management, LLC in Sparks, NV and has over 5 years 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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