# PETERSON WEALTH ADVISORS, LLC

PETERSON WEALTH ADVISORS, LLC of OREM, UT is an SEC-registered investment adviser.

## Registration

- CRD: 146349
- Type: SEC-registered investment adviser
- SEC file number: 801-68917
- Location: 360 WEST 920 NORTH, OREM, UT, 84057
- Phone: 801-225-0000
- Latest filing: 2026-04-26
- Regulatory AUM: $829.7M
- Discretionary AUM: $829.7M
- Clients: 13
- Accounts: 1,988

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (10)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146349/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146349/similar
- Related entities: https://search.stillhousedata.com/firm/146349/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146349

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.