PETERSON WEALTH MANAGEMENT

PETERSON WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 136585). Regulatory assets under management: $54.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 136585
• Type: Registered investment adviser
• Phone: 503-380-5462
• Latest filing: 2026-07-15
• Regulatory AUM: $54.0M
• Discretionary AUM: $54.0M
• Clients: 1
• Accounts: 100

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136585 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search