Data / Investment advisers / Utah / Peterson Wealth Advisors, LLC
Peterson Wealth Advisors, LLC, Orem, UT: $830 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Peterson Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Orem, Utah and reports $830 million in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 146349
- SEC file number
- 801-68917
- SEC status
- Approved, effective March 13, 2008
- Main office
- 360 West 920 North, Orem, UT 84057
- Phone
- (801) 225-0000
- Regulatory AUM
- $829,682,153 in the Form ADV filed September 8, 2026
- Discretionary AUM
- $829,682,153
- Accounts
- 1,988
- Employees
- 13, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 224 | $492.1 million |
| Individuals (other than high net worth individuals) | 429 | $292.1 million |
| Corporations or other businesses | 7 | $22.2 million |
| Charitable organizations | 2 | $15.5 million |
| Pension and profit sharing plans | 5 | $7.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $829.7 million | February 25, 2026 |
| December 1, 2025 | $688.7 million | October 17, 2025 |
Other advisers in Orem
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sandlot Partners, LLC | Orem | $934.5 million | 49 | adviserinfo.sec.gov |
| Squire Wealth Advisors | Orem | $586.7 million | Not listed | adviserinfo.sec.gov |
| Blue Barn Wealth | Orem | $317.1 million | Not listed | adviserinfo.sec.gov |
| Keeler Thomas Management LLC | Orem | $305.5 million | Not listed | adviserinfo.sec.gov |
| The Professional Financial Company LLC | Orem | $246.1 million | Not listed | adviserinfo.sec.gov |
| Exponent Wealth LLC | Orem | $110.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orem, UT
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Peterson Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.