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PETERSON WEALTH ADVISORS, LLC

Tel: 801-225-0000
360 West 920 North
Orem, Utah  84057

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PETERSON WEALTH ADVISORS, LLC

PETERSON WEALTH ADVISORS, LLC is a Orem, Utah based financial advisory firm with nearly $567,431,332 in assets under management and provides investment advisory services for 1588 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

146349

SEC#:

801-68917

No. of Clients:

1588

Assets under Management

$567,431,332

No. of Advisors:

10

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