PETERSON WEALTH ADVISORS, LLC
CRD #146349 SEC #801-68917 OREM, UT 801-225-0000
SEC Registered
Total AUM
$688.7M
Discretionary
$688.7M
Employees
12
Clients
--
Accounts
1,776
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $688.7M | $688.7M | $38.2K | 12 | 0 |
| Jul 2025 | $688.7M | $688.7M | $38.2K | 13 | 0 |
| Apr 2025 | $688.7M | $688.7M | $38.2K | 12 | 0 |
| Mar 2025 | $688.7M | $688.7M | $38.2K | 10 | 0 |
| Dec 2024 | $567.4M | $529.1M | $38.3M | 10 | 0 |
| Nov 2024 | $567.4M | $529.1M | $38.3M | 11 | 0 |
| May 2024 | $567.4M | $529.1M | $38.3M | 10 | 0 |
| Apr 2024 | $567.4M | $529.1M | $38.3M | 10 | 0 |
| Mar 2024 | $567.4M | $529.1M | $38.3M | 10 | 0 |
| Jun 2023 | $479.1M | $472.7M | $6.4M | 9 | 0 |
| Apr 2023 | $479.1M | $472.7M | $6.4M | 10 | 0 |
| Mar 2023 | $479.1M | $472.7M | $6.4M | 10 | 0 |
| Mar 2023 | $479.1M | $472.7M | $6.4M | 9 | 0 |
| Jan 2023 | $505.5M | $505.5M | $0 | 9 | 0 |
| Aug 2022 | $505.5M | $505.5M | $0 | 9 | 0 |
| Apr 2022 | $505.5M | $505.5M | $0 | 8 | 0 |
| Feb 2022 | $505.5M | $505.5M | $0 | 8 | 0 |
| Jan 2022 | $349.6M | $349.6M | $0 | 8 | 0 |
| Nov 2021 | $349.6M | $349.6M | $0 | 8 | 0 |
| Sep 2021 | $349.6M | $349.6M | $0 | 9 | 0 |
| Jul 2021 | $349.6M | $349.6M | $0 | 8 | 0 |
| Jun 2021 | $349.6M | $349.6M | $0 | 7 | 0 |
| Feb 2021 | $349.6M | $349.6M | $0 | 6 | 0 |
| Aug 2020 | $272.7M | $272.7M | $0 | 6 | 0 |
| Jul 2020 | $272.7M | $272.7M | $0 | 6 | 0 |
| Jul 2020 | $272.7M | $272.7M | $0 | 4 | 0 |
| Jun 2020 | $272.7M | $272.7M | $0 | 4 | 0 |
| Jan 2020 | $272.7M | $272.7M | $0 | 4 | 0 |
| Jan 2020 | $272.7M | $272.7M | $0 | 4 | 0 |
| Nov 2019 | $200.1M | $200.1M | $0 | 4 | 0 |
| Jul 2019 | $200.1M | $200.1M | $0 | 4 | 0 |
| May 2019 | $200.1M | $200.1M | $0 | 4 | 0 |
| Feb 2019 | $200.1M | $200.1M | $0 | 4 | 0 |
| Jan 2019 | $200.1M | $200.1M | $0 | 4 | 0 |
| Jan 2019 | $200.1M | $200.1M | $0 | 4 | 0 |
| Jan 2019 | $200.1M | $200.1M | $0 | 4 | 0 |
| Oct 2018 | $208.2M | $208.2M | $0 | 4 | 0 |
| Feb 2018 | $208.2M | $208.2M | $0 | 3 | 0 |
| Apr 2017 | $173.9M | $173.9M | $0 | 3 | 308 |
| Apr 2017 | $173.9M | $173.9M | $0 | 3 | 308 |
| Mar 2017 | $173.9M | $173.9M | $0 | 3 | 308 |
| Dec 2016 | $112.4M | $112.4M | $0 | 4 | 328 |
| Dec 2016 | $112.4M | $112.4M | $0 | 4 | 328 |
| Nov 2016 | $112.4M | $112.4M | $0 | 3 | 328 |
| Mar 2016 | $112.4M | $112.4M | $0 | 2 | 328 |
| Jan 2016 | $118.7M | $118.7M | $0 | 2 | 400 |
| Nov 2015 | $118.7M | $118.7M | $0 | 2 | 400 |
| Jul 2015 | $118.7M | $118.7M | $0 | 2 | 400 |
| Apr 2015 | $118.7M | $118.7M | $0 | 3 | 400 |
| Mar 2015 | $118.7M | $118.7M | $0 | 7 | 400 |
| Mar 2015 | $118.7M | $118.7M | $0 | 7 | 400 |
| Feb 2015 | $118.7M | $118.7M | $0 | 5 | 400 |
| Feb 2015 | $118.7M | $118.7M | $0 | 5 | 400 |
| Feb 2015 | $118.7M | $118.7M | $0 | 5 | 400 |
| Jun 2014 | $101.5M | $101.5M | $0 | 5 | 300 |
| Mar 2014 | $101.5M | $101.5M | $0 | 5 | 300 |
| Apr 2013 | $85.7M | $85.7M | $0 | 6 | 300 |
| May 2012 | $73.5M | $73.5M | $0 | 1 | 300 |
| Mar 2012 | $69.9M | $69.9M | $0 | 1 | 300 |
| Mar 2012 | $69.9M | $69.9M | $0 | 1 | 300 |
| Feb 2011 | $38.4M | $38.4M | $0 | 5 | -- |
| Apr 2009 | $32.3M | $32.3M | $0 | 5 | -- |
| Mar 2008 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$688.7M
Discretionary$688.7M
Non-Disc.$38.2K
Employees12
Clients0
DateJul 2025
Total AUM$688.7M
Discretionary$688.7M
Non-Disc.$38.2K
Employees13
Clients0
DateApr 2025
Total AUM$688.7M
Discretionary$688.7M
Non-Disc.$38.2K
Employees12
Clients0
DateMar 2025
Total AUM$688.7M
Discretionary$688.7M
Non-Disc.$38.2K
Employees10
Clients0
DateDec 2024
Total AUM$567.4M
Discretionary$529.1M
Non-Disc.$38.3M
Employees10
Clients0
DateNov 2024
Total AUM$567.4M
Discretionary$529.1M
Non-Disc.$38.3M
Employees11
Clients0
DateMay 2024
Total AUM$567.4M
Discretionary$529.1M
Non-Disc.$38.3M
Employees10
Clients0
DateApr 2024
Total AUM$567.4M
Discretionary$529.1M
Non-Disc.$38.3M
Employees10
Clients0
DateMar 2024
Total AUM$567.4M
Discretionary$529.1M
Non-Disc.$38.3M
Employees10
Clients0
DateJun 2023
Total AUM$479.1M
Discretionary$472.7M
Non-Disc.$6.4M
Employees9
Clients0
DateApr 2023
Total AUM$479.1M
Discretionary$472.7M
Non-Disc.$6.4M
Employees10
Clients0
DateMar 2023
Total AUM$479.1M
Discretionary$472.7M
Non-Disc.$6.4M
Employees10
Clients0
DateMar 2023
Total AUM$479.1M
Discretionary$472.7M
Non-Disc.$6.4M
Employees9
Clients0
DateJan 2023
Total AUM$505.5M
Discretionary$505.5M
Non-Disc.$0
Employees9
Clients0
DateAug 2022
Total AUM$505.5M
Discretionary$505.5M
Non-Disc.$0
Employees9
Clients0
DateApr 2022
Total AUM$505.5M
Discretionary$505.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$505.5M
Discretionary$505.5M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$349.6M
Discretionary$349.6M
Non-Disc.$0
Employees8
Clients0
DateNov 2021
Total AUM$349.6M
Discretionary$349.6M
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$349.6M
Discretionary$349.6M
Non-Disc.$0
Employees9
Clients0
DateJul 2021
Total AUM$349.6M
Discretionary$349.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2021
Total AUM$349.6M
Discretionary$349.6M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$349.6M
Discretionary$349.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2020
Total AUM$272.7M
Discretionary$272.7M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$272.7M
Discretionary$272.7M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$272.7M
Discretionary$272.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$272.7M
Discretionary$272.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$272.7M
Discretionary$272.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$272.7M
Discretionary$272.7M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$200.1M
Discretionary$200.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2019
Total AUM$200.1M
Discretionary$200.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$200.1M
Discretionary$200.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$200.1M
Discretionary$200.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$200.1M
Discretionary$200.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$200.1M
Discretionary$200.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$200.1M
Discretionary$200.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$208.2M
Discretionary$208.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$208.2M
Discretionary$208.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$173.9M
Discretionary$173.9M
Non-Disc.$0
Employees3
Clients308
DateApr 2017
Total AUM$173.9M
Discretionary$173.9M
Non-Disc.$0
Employees3
Clients308
DateMar 2017
Total AUM$173.9M
Discretionary$173.9M
Non-Disc.$0
Employees3
Clients308
DateDec 2016
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees4
Clients328
DateDec 2016
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees4
Clients328
DateNov 2016
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees3
Clients328
DateMar 2016
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees2
Clients328
DateJan 2016
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees2
Clients400
DateNov 2015
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees2
Clients400
DateJul 2015
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees2
Clients400
DateApr 2015
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees3
Clients400
DateMar 2015
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees7
Clients400
DateMar 2015
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees7
Clients400
DateFeb 2015
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees5
Clients400
DateFeb 2015
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees5
Clients400
DateFeb 2015
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees5
Clients400
DateJun 2014
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees5
Clients300
DateMar 2014
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees5
Clients300
DateApr 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees6
Clients300
DateMay 2012
Total AUM$73.5M
Discretionary$73.5M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$69.9M
Discretionary$69.9M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$69.9M
Discretionary$69.9M
Non-Disc.$0
Employees1
Clients300
DateFeb 2011
Total AUM$38.4M
Discretionary$38.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--