PETERSEN HASTINGS WEALTH ADVISORS, INC.
CRD #110952 SEC #801-19727 KENNEWICK, WA 509-735-0484
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
21
Clients
251
Accounts
3,034
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.3B | $1.3B | $0 | 21 | 4 |
| Mar 2025 | $1.3B | $1.3B | $0 | 21 | 4 |
| Sep 2024 | $1.1B | $1.1B | $0 | 19 | 0 |
| Feb 2024 | $1.1B | $1.1B | $0 | 19 | 0 |
| Feb 2024 | $1.1B | $1.1B | $0 | 19 | 0 |
| Apr 2023 | $927.1M | $927.1M | $0 | 17 | 3 |
| Mar 2023 | $927.1M | $927.1M | $0 | 17 | 3 |
| Feb 2022 | $1B | $1B | $0 | 15 | 4 |
| Dec 2021 | $951M | $951M | $0 | 16 | 2 |
| Nov 2021 | $951M | $951M | $0 | 16 | 2 |
| Mar 2021 | $838M | $838M | $0 | 17 | 2 |
| Jun 2020 | $769.8M | $769.8M | $0 | 16 | 6 |
| Mar 2020 | $769.8M | $769.8M | $0 | 16 | 6 |
| Mar 2019 | $670.2M | $670.2M | $0 | 14 | 676 |
| May 2018 | $684M | $684M | $0 | 12 | 639 |
| Mar 2018 | $690.3M | $690.3M | $0 | 12 | 639 |
| Mar 2017 | $585.9M | $585.9M | $0 | 17 | 600 |
| Mar 2016 | $546M | $546M | $0 | 18 | 600 |
| Mar 2015 | $538.9M | $538.9M | $0 | 19 | 500 |
| Mar 2014 | $526M | $526M | $0 | 17 | 400 |
| Mar 2013 | $442.2M | $442.2M | $0 | 19 | 300 |
| Dec 2012 | $379.2M | $379.2M | $0 | 18 | 300 |
| Aug 2012 | $379.2M | $379.2M | $0 | 11 | 300 |
| Mar 2012 | $379.2M | $379.2M | $0 | 11 | 300 |
| Mar 2011 | $384.1M | $384.1M | $0 | -- | -- |
| Mar 2008 | $381.6M | $381.6M | $0 | -- | -- |
| Jan 2007 | $375.6M | $375.6M | $0 | -- | -- |
| Mar 2006 | $282.1M | $282.1M | $0 | -- | -- |
| Feb 2006 | $282.1M | $282.1M | $0 | -- | -- |
| Sep 2005 | $282.1M | $282.1M | $0 | -- | -- |
| Sep 2005 | $28.2M | $28.2M | $0 | -- | -- |
| Sep 2001 | $169.2M | $169.2M | $0 | 10 | -- |
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients4
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients4
DateSep 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateApr 2023
Total AUM$927.1M
Discretionary$927.1M
Non-Disc.$0
Employees17
Clients3
DateMar 2023
Total AUM$927.1M
Discretionary$927.1M
Non-Disc.$0
Employees17
Clients3
DateFeb 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees15
Clients4
DateDec 2021
Total AUM$951M
Discretionary$951M
Non-Disc.$0
Employees16
Clients2
DateNov 2021
Total AUM$951M
Discretionary$951M
Non-Disc.$0
Employees16
Clients2
DateMar 2021
Total AUM$838M
Discretionary$838M
Non-Disc.$0
Employees17
Clients2
DateJun 2020
Total AUM$769.8M
Discretionary$769.8M
Non-Disc.$0
Employees16
Clients6
DateMar 2020
Total AUM$769.8M
Discretionary$769.8M
Non-Disc.$0
Employees16
Clients6
DateMar 2019
Total AUM$670.2M
Discretionary$670.2M
Non-Disc.$0
Employees14
Clients676
DateMay 2018
Total AUM$684M
Discretionary$684M
Non-Disc.$0
Employees12
Clients639
DateMar 2018
Total AUM$690.3M
Discretionary$690.3M
Non-Disc.$0
Employees12
Clients639
DateMar 2017
Total AUM$585.9M
Discretionary$585.9M
Non-Disc.$0
Employees17
Clients600
DateMar 2016
Total AUM$546M
Discretionary$546M
Non-Disc.$0
Employees18
Clients600
DateMar 2015
Total AUM$538.9M
Discretionary$538.9M
Non-Disc.$0
Employees19
Clients500
DateMar 2014
Total AUM$526M
Discretionary$526M
Non-Disc.$0
Employees17
Clients400
DateMar 2013
Total AUM$442.2M
Discretionary$442.2M
Non-Disc.$0
Employees19
Clients300
DateDec 2012
Total AUM$379.2M
Discretionary$379.2M
Non-Disc.$0
Employees18
Clients300
DateAug 2012
Total AUM$379.2M
Discretionary$379.2M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$379.2M
Discretionary$379.2M
Non-Disc.$0
Employees11
Clients300
DateMar 2011
Total AUM$384.1M
Discretionary$384.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$381.6M
Discretionary$381.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$375.6M
Discretionary$375.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$282.1M
Discretionary$282.1M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$282.1M
Discretionary$282.1M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$282.1M
Discretionary$282.1M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees--
Clients--
DateSep 2001
Total AUM$169.2M
Discretionary$169.2M
Non-Disc.$0
Employees10
Clients--