PETERSON WEALTH MANAGEMENT, LLC
CRD #285415 SEC #801-117241 SPARKS, NV 775-673-1100
SEC Registered
Total AUM
$222.3M
Discretionary
$222.3M
Employees
7
Clients
0
Accounts
1,053
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $222.3M | $222.3M | $0 | 7 | 0 |
| Feb 2024 | $185.1M | $185.1M | $0 | 7 | 0 |
| Feb 2023 | $150.6M | $149.9M | $706.1K | 7 | 0 |
| Oct 2022 | $175.8M | $174.6M | $1.3M | 5 | 0 |
| Feb 2022 | $175.8M | $174.6M | $1.3M | 5 | 0 |
| Mar 2021 | $158.2M | $158.2M | $0 | 5 | 0 |
| Mar 2021 | $158.2M | $158.2M | $0 | 5 | 0 |
| Sep 2020 | $132.7M | $132.7M | $0 | 3 | 0 |
| Aug 2020 | $132.7M | $132.7M | $0 | 3 | 0 |
| Aug 2020 | $132.7M | $132.7M | $0 | 3 | 0 |
| May 2020 | $132.7M | $132.7M | $0 | 3 | 0 |
| Apr 2020 | $132.7M | $132.7M | $0 | 3 | 0 |
| Jan 2020 | $132.7M | $132.7M | $0 | 3 | 0 |
| Jan 2020 | $102M | $92M | $10M | 3 | 0 |
| Jul 2019 | $102M | $92M | $10M | 3 | 0 |
DateMar 2025
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$150.6M
Discretionary$149.9M
Non-Disc.$706.1K
Employees7
Clients0
DateOct 2022
Total AUM$175.8M
Discretionary$174.6M
Non-Disc.$1.3M
Employees5
Clients0
DateFeb 2022
Total AUM$175.8M
Discretionary$174.6M
Non-Disc.$1.3M
Employees5
Clients0
DateMar 2021
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$102M
Discretionary$92M
Non-Disc.$10M
Employees3
Clients0
DateJul 2019
Total AUM$102M
Discretionary$92M
Non-Disc.$10M
Employees3
Clients0