RIA Intel›Advisers›Oregon›PETERSON WEALTH MANAGEMENT, LLC

PETERSON WEALTH MANAGEMENT, LLC

Advisory

OR

Data as of Jul 15, 2026 · Source: SEC Form ADV

Rank in OR

#245

of 305 advisers by AUM

Average account

$540K

across 100 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients95

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

95 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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