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PETERSEN HASTINGS WEALTH ADVISORS, INC.

KENNEWICK, WA · CRD 110952 · IAPD ↗ · petersenhastings.com · 509-735-0484

$1.58BRegulatory AUM
16Advisory reps
19Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — PETERSEN HASTINGS WEALTH ADVISORS, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — PETERSEN HASTINGS WEALTH ADVISORS, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2025 — PETERSEN HASTINGS WEALTH ADVISORS, INC. notice-filed in MT, NH, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — PETERSEN HASTINGS WEALTH ADVISORS, INC. grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2024 — PETERSEN HASTINGS WEALTH ADVISORS, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — PETERSEN HASTINGS INVESTMENT MANAGEMENT INC is now doing business as PETERSEN HASTINGS WEALTH ADVISORS, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
March 2024 — PETERSEN HASTINGS WEALTH ADVISORS, INC. crossed $1B in regulatory AUM ($927.1M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.