PETERSEN HASTINGS WEALTH ADVISORS, INC.

CRD 110952File 801-19727

APPROVED

Retail clients

Filing as of Apr 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.58B

Top 25% of cohort (national)

Discretionary AUM

$1.58B

Clients

1,309

3,444 accounts

Employees

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
Website: HTTP://WWW.PETERSENHASTINGS.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.