AMIDON & PETERSEN FINANCIALS, LLC

CRD 143079File 801-81020

APPROVED

Retail clients

Custody

Filing as of Jul 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$39.1M

Bottom 25% of cohort (national)

Discretionary AUM

$38.4M

Non-discretionary $687K

Clients

139

141 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Feb 23, 2015
Principal office: 187 WOLF RD., SUITE 300, ALBANY, NY, 12207
Phone: 518-772-3684
Website: HTTP://PETERSENWEALTHMANAGEMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $39.1M
Discretionary AUM: $38.4M
Non-discretionary AUM: $687K
Discretionary accounts: 140
Non-discretionary accounts: 1
Total accounts: 141
AUM per client: $281K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$273K
High net worth individuals	19	$22.7M
Individuals (other than high net worth individuals)	120	$16.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — THIRD PARTY ADVISORY FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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.