# Petersen Hastings Wealth Advisors

Petersen Hastings Wealth Advisors is a Multi Family Office based in Kennewick, US.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Kennewick, US
- **Region:** North America
- **Address:** Richland, WA, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** petersenhastings.com

## Regulatory record

- **CRD number:** 110952
- **SEC file number:** 801-19727
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-27T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110952

## About

PETERSEN HASTINGS WEALTH ADVISORS, INC. is an SEC-registered investment adviser in KENNEWICK, WA, since 1983. The firm manages approximately $1.6 billion in assets. It has 19 employees and 16 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Tax Planning
- Investment Advisory

## People

- Tom Hastings — CEO
- Rick Petersen — Founder

## Questions

### Who runs investment decisions at Petersen Hastings Wealth Advisors?

CEO Tom Hastings oversees the advisory team and investment process. The firm uses a committee-based approach to asset allocation and manager selection, drawing on internal research and external consultant input. (public record)

### Does Petersen Hastings make direct investments in companies or funds?

No. Petersen Hastings focuses on traditional wealth management — asset allocation, financial planning, and investment in publicly traded securities, mutual funds, and ETFs. It does not operate a direct investment or venture capital arm. (per the firm's ADV)

### What investment approach does Petersen Hastings typically follow?

The firm favors a disciplined, evidence-based approach using low-cost index funds and tax-efficient strategies. It avoids market timing and individual stock selection, instead focusing on broad diversification and long-term capital preservation. (per the firm's website)

### What is Petersen Hastings' known posture on co-investments alongside external GPs?

Petersen Hastings does not participate in private equity co-investments or direct venture deals. Its investment advisory services are confined to liquid public market securities. (per the firm's ADV)

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Last updated: 2026-07-06T01:24:23.134Z

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