PETERSON ROGERS PRIVATE WEALTH, LLC

PETERSON ROGERS PRIVATE WEALTH, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 324001). Regulatory assets under management: $177.1M.

Registration

• CRD: 324001
• SEC file number: 801-127132
• Type: Registered investment adviser
• Location: 5305 S HIGHLAND DRIVE, SUITE 100, SALT LAKE CITY, UT, 84117
• Phone: 8019929783
• Latest filing: 2026-03-30
• Regulatory AUM: $177.1M
• Discretionary AUM: $171.4M
• Non-discretionary AUM: $5.7M
• Clients: 4
• Accounts: 89

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324001 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search