PETERS WEALTH ADVISORS LLC
CRD #106949 SEC #801-43668 BATON ROUGE, LA 225-766-4885
SEC Registered
Total AUM
$249.9M
Discretionary
$249.9M
Employees
6
Clients
11
Accounts
885
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Louisiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 9, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAMPBELL, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DOWLING, DUSTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | NA | |
| HASLITT, JAMES, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASLITT, JAMES, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASLITT, JAMES, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASLITT, JAMES, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASLITT, JAMES, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASLITT, JAMES, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASLITT, JAMES, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASLITT, JAMES, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASLITT, JAMES, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASLITT, JAMES, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
| PETERS, LOUIS, WILLIAM | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jun 9, 2018 REGISTERED
Notice Filings (6)
LA MS TN TX VA VI
Address
5800 ONE PERKINS PLACESUITE 8A
BATON ROUGE, LA 70808-9108
United States
Phone: 225-766-4885