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PETERSEN HASTINGS WEALTH ADVISORS, INC.
CRD 110952File 801-19727
APPROVED
Retail clients
Filing as of Apr 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.58B
Top 25% of cohort (national)
Discretionary AUM
$1.58B
Clients
1,309
3,444 accounts
Employees
19
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 26, 1983
- Principal office
- 8203 W QUINAULT, SUITE 101, KENNEWICK, WA, 99336
- Phone
- 509-735-0484
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.58B
- Discretionary AUM
- $1.58B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,444
- Non-discretionary accounts
- 0
- Total accounts
- 3,444
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $39.5M |
| Insurance companies | Fewer than 5 | $3.3M |
| Charitable organizations | 8 | $21.1M |
| High net worth individuals | 374 | $857.8M |
| Pension and profit sharing plans | 64 | $334.9M |
| Individuals (other than high net worth individuals) | 858 | $320.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 19 | decreased by2 |
| Apr 1, 2026 | Clients | 1,123 | 1,309 | increased by186 |
| Apr 1, 2026 | AUM | $1,278,121,352 | $1,576,834,456 | increased by$298,713,104 |
| Apr 1, 2026 | Accounts | 3,034 | 3,444 | increased by410 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 21 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 873 | 1,123 | increased by250 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,011,693,937 | $1,278,121,352 | increased by$266,427,415 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,282 | 3,034 | increased by752 |
| Mar 1, 2022 | Employees | 16 | 15 | decreased by1 |
| Mar 1, 2022 | Clients | 839 | 873 | increased by34 |
| Mar 1, 2022 | AUM | $951,038,978 | $1,011,693,937 | increased by$60,654,959 |
| Mar 1, 2022 | Accounts | 2,163 | 2,282 | increased by119 |
| Dec 1, 2021 | Employees | 17 | 16 | decreased by1 |
| Dec 1, 2021 | Clients | 774 | 839 | increased by65 |
| Dec 1, 2021 | AUM | $838,009,095 | $951,038,978 | increased by$113,029,883 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PETERSEN HASTINGS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PETERSEN HASTINGS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.