PETERS WEALTH GROUP

PETERS WEALTH GROUP of WESTERVILLE, OH is an SEC-registered investment adviser (CRD 316813). Regulatory assets under management: $48.7M.

Registration

• CRD: 316813
• Type: Registered investment adviser
• Location: 470 OLDE WORTHINGTON ROAD, WESTERVILLE, OH, 43082
• Phone: (614) 865-2111
• Latest filing: 2026-03-24
• Regulatory AUM: $48.7M
• Discretionary AUM: $48.3M
• Non-discretionary AUM: $406K
• Clients: 2
• Accounts: 426

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316813 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search