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PETERSON WEALTH MANAGEMENT, LLC
CRD 285415File 801-117241
APPROVED
Retail clients
Custody
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$251.1M
Below cohort median (national)
Discretionary AUM
$250.2M
Non-discretionary $906K
Clients
1,144
1,145 accounts
Employees
7
Below cohort median in NV
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 26, 2019
- Principal office
- 2255 GREEN VISTA DRIVE, SUITE 403, SPARKS, NV, 89431
- Phone
- 775-673-1100
- Website
- HTTP://WWW.PETERSONWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $251.1M
- Discretionary AUM
- $250.2M
- Non-discretionary AUM
- $906K
- Discretionary accounts
- 1,119
- Non-discretionary accounts
- 26
- Total accounts
- 1,145
- AUM per client
- $219K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 86 | $113.5M |
| Pension and profit sharing plans | Fewer than 5 | $1.6M |
| Individuals (other than high net worth individuals) | 1,058 | $136.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 1,051 | 1,144 | increased by93 |
| Apr 1, 2026 | AUM | $222,349,933 | $251,106,521 | increased by$28,756,588 |
| Apr 1, 2026 | Accounts | 1,053 | 1,145 | increased by92 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 842 | 1,051 | increased by209 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $175,837,462 | $222,349,933 | increased by$46,512,471 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 842 | 1,053 | increased by211 |
| Feb 1, 2022 | Clients | 741 | 842 | increased by101 |
| Feb 1, 2022 | AUM | $158,210,629 | $175,837,462 | increased by$17,626,833 |
| Feb 1, 2022 | Accounts | 769 | 842 | increased by73 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PETERSON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PETERSON WEALTH” 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.