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PETERSON WEALTH SERVICES INC.

SOUTH OGDEN, UT · CRD 288620 · IAPD ↗ · 801-475-4002

$528.5MRegulatory AUM
4Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — PETERSON WEALTH SERVICES INC. crossed $500M in regulatory AUM ($462.7M -> $528.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
June 2025 — PETERSON WEALTH SERVICES INC. notice-filed in FL, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — PETERSON WEALTH SERVICES INC. notice-filed in NE, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
June 2024 — PETERSON WEALTH SERVICES INC. grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
February 2024 — PETERSON WEALTH SERVICES INC. reported RAUM up 28% ($308.7M -> $394.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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