PETERSON WEALTH ADVISORS, LLC

CRD #146349 SEC #801-68917 OREM, UT 801-225-0000

SEC Registered

Total AUM

$688.7M

Discretionary

$688.7M

Employees

Clients

Accounts

1,776

Firm Details

Organization Type: Limited Liability Company
State of Formation: Utah
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 17, 2025
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
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
PETERSON, SCOTT, MARTIN	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
CALL, ALEXANDER, PARKINSON	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
LINDSAY, JEFFREY, DEAN	I	MEMBER	B
WHITAKER, MARK, PHILIP	I	MEMBER	B
WHITAKER, MARK, PHILIP	I	MEMBER	B
WHITAKER, MARK, PHILIP	I	MEMBER	B
WHITAKER, MARK, PHILIP	I	MEMBER	B
WHITAKER, MARK, PHILIP	I	MEMBER	B
WHITAKER, MARK, PHILIP	I	MEMBER	B
WHITAKER, MARK, PHILIP	I	MEMBER	B
WHITAKER, MARK, PHILIP	I	MEMBER	B
WHITAKER, MARK, PHILIP	I	MEMBER	B
WHITAKER, MARK, PHILIP	I	MEMBER	B
WHITAKER, MARK, PHILIP	I	MEMBER	B
WHITAKER, MARK, PHILIP	I	MEMBER	B

Registrations

Federal

Oct 17, 2025 REGISTERED

Notice Filings (10)

AK AZ CA CO ID NV TX UT VA WA

Address

360 WEST 920 NORTH
OREM, UT 84057
United States

Phone: 801-225-0000