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PETERSON WEALTH SERVICES INC.
CRD 288620File 801-119303
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$528.5M
Above cohort median (national)
Discretionary AUM
$528.5M
Clients
453
1,835 accounts
Employees
6
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 17, 2020
- Principal office
- 1523 EAST SKYLINE DRIVE SUITE C, SOUTH OGDEN, UT, 84405
- Phone
- 801-475-4002
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $528.5M
- Discretionary AUM
- $528.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,835
- Non-discretionary accounts
- 0
- Total accounts
- 1,835
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $18.7M |
| Charitable organizations | Fewer than 5 | $13.5M |
| High net worth individuals | 54 | $325.7M |
| Pension and profit sharing plans | Fewer than 5 | $7.3M |
| Individuals (other than high net worth individuals) | 391 | $163.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| 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.