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PETERSON WEALTH MANAGEMENT, LLC

SPARKS, NV · CRD 285415 · IAPD ↗ · 775-673-1100

$251.1MRegulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
June 2026 — PETERSON WEALTH MANAGEMENT, LLC now reports custody of client assets ($3.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
March 2024 — PETERSON WEALTH MANAGEMENT, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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