Peterson Rogers Private Wealth

Peterson Rogers Private Wealth

Peterson Rogers Private Wealth operates from Holladay, Utah, positioning itself as an alternative to conventional wealth managers. The firm provides investment advisory services to a client base that includes high-net-worth individuals, trusts, and corporations. Its founding year and principal owners are not publicly disclosed. The firm's strategy integrates financial planning, risk management, and investment management into a single advisory relationship. The exact asset-class mix is not publicly detailed. The firm's own description emphasizes a differentiated operational model, though specific investment vehicles or structural arrangements remain undisclosed. The geographic focus appears anchored in the US Intermountain West. Scale metrics such as assets under management or total advisory professionals are not publicly available. As of May 2026, no verifiable recent operational events, additional offices, or adjacent philanthropic vehicles are associated with the firm. Peterson Rogers markets its structural differentiator as an operational feel distinct from traditional wealth management. Without disclosed fund structures, investment committees, or succession plans, the firm's described departure from convention serves as its primary articulated distinction.