Peterson Wealth Management

Peterson Wealth Management (CRD# 136585) is a financial advisory firm headquartered in , . They manage $44,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.petersonwm.net
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $488,889
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Peterson Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Bryce Peterson, financial advisor Tigard OR
Bryce D. Peterson
CRD#: 4801660
Tigard, OR

Bryce Peterson (CRD# 4801660) is an Investment Advisor Representative working at Peterson Wealth Management in Tigard, OR and has over 21 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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