Peterson Wealth Advisors, Llc
- Regulatory AUM
- $830M
- Discretionary
- $830M
- Clients
- 667
- Avg AUM / client
- $1.2M
- Accounts
- 1,988
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 429 | $292M | 35.2% |
| High net worth individuals | 224 | $492M | 59.3% |
| Pension and profit sharing plans | 5 | $7.8M | 0.95% |
| Charitable organizations | 2 | $15.5M | 1.86% |
| Corporations and other businesses | 7 | $22.2M | 2.67% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Martin Peterson | Managing Member, Chief Compliance Officer | Chartered Financial Consultant | Jan 2008 (19y) | 75% or more |
| Jeffrey Dean Lindsay | Member | CFP | Mar 2013 (13y) | 10% – 25% |
| Alexander Parkinson Call | Member | CFP | Oct 2018 (8y) | 10% – 25% |
| Carson Dale Johnson | Registered representative | CFP | Jun 2020 (6y) | |
| Daniel Mark Ruske | Registered representative | CFP | Jul 2020 (6y) | |
| Alek Reid Johnson | Registered representative | Jun 2021 (5y) | ||
| Kaden Verl Waters | Registered representative | CFP | Mar 2023 (3y) | |
| Zachary Lee Swenson | Registered representative | Mar 2023 (3y) | ||
| Kristen Hudspeth | Registered representative | May 2024 (2y) | ||
| Jeffrey Alan Sevy | Registered representative | Oct 2024 (2y) | ||
| Alison Marie Mc Fadden | Registered representative | Jul 2025 (1y) | ||
| Thomas Grant Challis | Registered representative | Oct 2025 (1y) | ||
| Scott Muhlestein | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/26/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $757M (91% of AUM) Apr 2026
- Fidelity Brokerage Services $87.3M (11% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 26, 2026.
View current Form ADV (SEC/IAPD) ↗