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PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001File 801-127132
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$177.1M
Bottom 25% of cohort (national)
Discretionary AUM
$171.4M
Non-discretionary $5.7M
Clients
87
89 accounts
Employees
4
Bottom 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 5, 2023
- Principal office
- 5305 S HIGHLAND DRIVE, SUITE 100, SALT LAKE CITY, UT, 84117
- Phone
- 8019929783
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $177.1M
- Discretionary AUM
- $171.4M
- Non-discretionary AUM
- $5.7M
- Discretionary accounts
- 87
- Non-discretionary accounts
- 2
- Total accounts
- 89
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $19.1M |
| High net worth individuals | 81 | $152.3M |
| Pension and profit sharing plans | Fewer than 5 | $5.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|
| 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.