Peterson Wealth Advisors LLC
Legal Name: PETERSON WEALTH ADVISORS, LLC
Full Contact Details
Peterson Wealth Advisors LLC
360 WEST 920 NORTH, OREM, UT
801-225-0000
801-226-1489
Other Info
Peterson Wealth Advisors, LLC is a registered UT Limited Liability Company established in 2008 and currently has 4 employees, all serving advisory roles. Though the number of clients served by the firm is unknown, it remains a certified SEC Approved company, as reported on March 13, 2008.
Wealth Advisor, Orem and the Utah Valley | Peterson Wealth Advisors
801.225.0000 [email protected] Orem, UT 84057 Client Login Schedule a Free Consultation Who We Are Why Us What We Do Work With Us Events BYU Education Week BYU Retirement Course 2023 Upcoming Webinars Learn Blog Webinars The Perennial Income Model™ Qualified Charitable Distributions (QCDs) S…
Direct Owners
-
JEFFREY DEAN LINDSAY
MEMBER owns more than 10% but less than 25%
-
SCOTT MARTIN PETERSON
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
News
- Navigating the Waves of Investment: A Strategic Overview of Peterson Wealth Advisors' Q4 2023 vs. Q1 2024 Portfolio Changes
- Peterson Wealth Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Peterson Wealth Advisors, LLC: A Comprehensive Analysis of Q2 2023 vs. Q3 2023 Fund Holdings
- Peterson Wealth Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Peterson Wealth Advisors, LLC Q4 2022 vs. Q1 2023: A Comparison of Portfolio Holdings
Top Holdings
- SPDR SERIES TRUST $51,628k
- ISHARES TR MIN VOL EAFE ETF $20,979k
- SPDR SERIES TRUST $11,006k
- SPDR PORTFOLIO SMALL CAP ETF $10,178k
- JP MORGAN EXCHANGE TRADED FD $9,818k
- ISHARES CORE U.S. REIT ETF $7,355k
- ISHARES INC $7,190k
- SPDR SERIES TRUST $6,728k
- ISHARES TR CORE S&P500 ETF $5,873k
- JP MORGAN EXCHANGE TRADED FD $4,270k