PETERSON WEALTH ADVISORS, LLC of OREM, UT is an SEC-registered investment adviser (CRD 146349). Regulatory assets under management: $829.7M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Scott Martin Peterson | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Dean Lindsay | MEMBER | — |
| Alexander Parkinson Call | MEMBER; PARTNER | — |
| PETERSON SCOTT MARTIN | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| LINDSAY JEFFREY DEAN | MEMBER | — |
| WHITAKER MARK PHILIP | MEMBER | — |
| CALL ALEXANDER PARKINSON | MEMBER | — |
| Daniel Mark Ruske | PARTNER | — |
| Carson Dale Johnson | PARTNER | — |
| Alek Reid Johnson | PARTNER | — |