PETERS WEALTH MANAGEMENT, LLC

PETERS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 172203). Regulatory assets under management: $149.4M.

Registration

• CRD: 172203
• SEC file number: 801-80181
• Type: Registered investment adviser
• Phone: 972-492-4920
• Latest filing: 2022-03-28
• Regulatory AUM: $149.4M
• Discretionary AUM: $149.4M
• Clients: 2
• Accounts: 121

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 172203 on SEC IAPD (source of record)
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