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AMIDON & PETERSEN FINANCIALS, LLC

ALBANY, NY · CRD 143079 · IAPD ↗ · petersenwealthmanagement.com · 518-772-3684

$39.1MRegulatory AUM
1Advisory reps
2Employees
2Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2025 — AMIDON & PETERSEN FINANCIALS, LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — AMIDON & PETERSEN FINANCIALS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — AMIDON & PETERSEN FINANCIALS, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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