Data / Investment advisers / Utah / Peterson Wealth Services Inc.
Peterson Wealth Services Inc., South Ogden, UT: $529 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Peterson Wealth Services Inc. is an SEC registered investment adviser with its main office in South Ogden, Utah and reports $529 million in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 288620
- SEC file number
- 801-119303
- SEC status
- Approved, effective August 17, 2020
- Main office
- 1523 East Skyline Drive Suite C, South Ogden, UT 84405
- Phone
- (801) 475-4002
- Regulatory AUM
- $528,544,411 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $528,544,411
- Accounts
- 1,835
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 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 | 54 | $325.7 million |
| Individuals (other than high net worth individuals) | 391 | $163.3 million |
| Corporations or other businesses | 6 | $18.7 million |
| Charitable organizations | 1 | $13.5 million |
| Pension and profit sharing plans | 1 | $7.3 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 |
|---|---|---|
| April 1, 2026 | $528.5 million | March 18, 2026 |
| December 1, 2025 | $462.7 million | May 28, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | Centerville | $552 million | Not listed | adviserinfo.sec.gov |
| HST Ventures, LLC | Park City | $551.1 million | Not listed | adviserinfo.sec.gov |
| Cachetech | Logan | $547.4 million | 2 | adviserinfo.sec.gov |
| Cimarron Healthcare Capital, LLC | Salt Lake City | $532.7 million | 7 | adviserinfo.sec.gov |
| Navigate Private Wealth, LLC | Draper | $529.2 million | Not listed | adviserinfo.sec.gov |
| Fiduciary Advisors, LLC | Cottonwood Heights | $520.2 million | Not listed | adviserinfo.sec.gov |
| Financial Network Wealth Advisors LLC | Murray | $515.4 million | Not listed | adviserinfo.sec.gov |
| Platform Wealth Advisors | Holladay | $509 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Peterson Wealth Services Inc. 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.