Peterson Wealth Management, LLC, a small investment advisory firm based out of Sparks, NV, has established a solid reputation in the financial industry. With over 860 individual clients, they have amassed an impressive $150,611,000 in assets under management. The firm operates from two offices, providing convenient access to their diverse clientele.
Distinguishing themselves in the market, Peterson Wealth Management, LLC has developed substantial expertise in managing employer 401Ks and individual accounts, which collectively make up approximately half of their assets under management. With a steadfast commitment to delivering ex...
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Assets Under Mgmt
$150.61M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.