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PETERSON WEALTH ADVISORS, LLC

OREM, UT · CRD 146349 · IAPD ↗ · 801-225-0000

$829.7MRegulatory AUM
13Advisory reps
13Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — PETERSON WEALTH ADVISORS, LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2024 — PETERSON WEALTH ADVISORS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — PETERSON WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($479.1M -> $567.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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