# Peterson Wealth Advisors

Peterson Wealth Advisors is a Bank / Wealth / Trust based in Orem, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Orem, United States
- **Region:** North America
- **Address:** Orem, UT, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** petersonwealth.com
- **LinkedIn:** https://www.linkedin.com/company/peterson-wealth-advisors

## Regulatory record

- **CRD number:** 146349
- **SEC file number:** 801-68917
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146349

## About

Peterson Wealth Advisors was established in 2008 in Orem, Utah, a city in the Provo-Orem metropolitan area that has grown into a notable hub for financial services and technology firms. The firm is structured as a registered investment adviser, operating under the regulatory oversight of the SEC or the Utah Division of Securities, depending on its precise AUM threshold at any given time. Its client base, per the firm's own characterization, spans individuals, trusts, estates, charitable organizations, and corporations. The firm's service model centers on wealth management for private clients, encompassing financial planning, portfolio management, and general investment advisory services. This places Peterson Wealth Advisors in the broad category of Main Street RIAs — firms that typically construct portfolios from third-party mutual funds, ETFs, and separately managed accounts, rather than originating direct investments or private fund commitments. Without publicly disclosed details on asset allocation or specific platform partnerships, the observable posture is that of a conventional financial planning practice. No public sources confirm the firm's total assets under management, number of advisors, or named principals. There are no known adjacent vehicles, philanthropic foundations, or co-investment clubs associated with the firm. What distinguishes Peterson Wealth Advisors structurally is its position as a small RIA in a region dominated by larger wealth management franchises and broker-dealers. The firm's independence — assuming it remains unaffiliated with a larger platform — may offer a fiduciary model that larger wirehouse competitors in the area are not structurally obligated to provide. However, without named leadership or a published ADV filing accessible for this profile, the governance and succession architecture remain opaque to an outside allocator.

## Questions

### What is Peterson Wealth Advisors' regulatory status and fiduciary obligation?

As a registered investment adviser, Peterson Wealth Advisors is held to a fiduciary standard under the Investment Advisers Act of 1940, meaning it is legally obligated to act in its clients' best interests. The precise scope of that obligation — whether it applies to all accounts or only advisory accounts — depends on the firm's specific service agreements and fee structures, which are not publicly available.

## Related profiles

- [Peterson Financial Services](https://altss.com/profile/peterson-financial-services)
- [Peterson Wealth Management](https://altss.com/profile/peterson-wealth-management-pwm)

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Last updated: 2026-08-11T02:43:31.692Z

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