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PETERSON ROGERS PRIVATE WEALTH, LLC

SALT LAKE CITY, UT · CRD 324001 · IAPD ↗ · 8019929783

$177.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — PETERSON ROGERS PRIVATE WEALTH, LLC notice-filed in CA, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2024 — PETERSON ROGERS PRIVATE WEALTH, LLC moved its main office from LEHI, UT to SALT LAKE CITY, UT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
August 2024 — MADDIX HOLDINGS is now doing business as PETERSON ROGERS PRIVATE WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
April 2024 — MADDIX HOLDINGS shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — MADDIX HOLDINGS reported RAUM up 43% ($112.5M -> $160.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — MADDIX HOLDINGS now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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