PETERSON WEALTH SERVICES INC.

PETERSON WEALTH SERVICES INC. of SOUTH OGDEN, UT is an SEC-registered investment adviser (CRD 288620). Regulatory assets under management: $528.5M.

Registration

• CRD: 288620
• SEC file number: 801-119303
• Type: Registered investment adviser
• Location: 1523 EAST SKYLINE DRIVE SUITE C, SOUTH OGDEN, UT, 84405
• Phone: 801-475-4002
• Latest filing: 2026-03-18
• Regulatory AUM: $528.5M
• Discretionary AUM: $528.5M
• Clients: 6
• Accounts: 1,835

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288620 on SEC IAPD (source of record)
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