RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Nevada
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PETERSON, DONALD, SCOTTIMEMBERD Control
PETERSON, DONALD, SCOTTIMEMBERD Control
PETERSON, DONALD, SCOTTIMEMBERD Control
PETERSON, DONALD, SCOTTIMEMBERD Control
PETERSON, DONALD, SCOTTIMEMBERD Control
PETERSON, CINDY, LEAIMEMBERC Control
PETERSON, CINDY, LEAIMEMBERC Control
PETERSON, CINDY, LEAIMEMBERC Control
PETERSON, CINDY, LEAIMEMBERC Control
PETERSON, CINDY, LEAIMEMBERC Control
PETERSON, CINDY, LEAIMEMBERC Control
PETERSON, CINDY, LEAIMEMBERC Control
PETERSON, CINDY, LEAIMEMBERC Control
PETERSON, DONALD, SCOTTIMANAGING MEMBERC Control
PETERSON, DONALD, SCOTTIMANAGING MEMBERC Control
PETERSON, DONALD, SCOTTIMANAGING MEMBERC Control
PETERSON, DONALD, SCOTTIMANAGING MEMBERC Control
PETERSON, DONALD, SCOTTIMANAGING MEMBERC Control
PETERSON, DONALD, SCOTTIMANAGING MEMBERC Control
PETERSON, DONALD, SCOTTIMANAGING MEMBERC Control
PETERSON, DONALD, SCOTTIMANAGING MEMBERC Control
PETERSON, DONALD, SCOTTIMEMBERC Control
PETERSON, DONALD, SCOTTIMEMBERC Control
PETERSON, JESS, DAVIDIMEMBER & CHIEF COMPLIANCE OFFICERC Control
PETERSON, JESS, DAVIDIMEMBER & CHIEF COMPLIANCE OFFICERC Control
PETERSON, JESS, DAVIDIMEMBER & CHIEF COMPLIANCE OFFICERC Control
PETERSON, JESS, DAVIDIMEMBER & CHIEF COMPLIANCE OFFICERC Control
PETERSON, JESS, DAVIDIMEMBER & CHIEF COMPLIANCE OFFICERC Control
PETERSON, JESS, DAVIDIMEMBER & CHIEF COMPLIANCE OFFICERC Control
PETERSON, JESS, DAVIDIMEMBER & CHIEF COMPLIANCE OFFICERC Control
Peterson, CindyIMEMBERC Control
Peterson, CindyIMEMBERC Control
PETERSON, ANDREW, GEORGEIMEMBERB Control
PETERSON, ANDREW, GEORGEIMEMBERB Control
PETERSON, ANDREW, GEORGEIMEMBERB Control
PETERSON, ANDREW, GEORGEIMEMBERB Control
PETERSON, ANDREW, GEORGEIMEMBERB Control
PETERSON, ANDREW, GEORGEIMEMBERB Control
PETERSON, ANDREW, GEORGEIMEMBERB Control
PETERSON, JESS, DAVIDIMEMBER & CHIEF COMPLIANCE OFFICERB Control
PETERSON, JESS, DAVIDIMEMBER & CHIEF COMPLIANCE OFFICERB Control
PETERSON, JESS, DAVIDIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
PETERSON, JESS, DAVIDIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
PETERSON, JESS, DAVIDIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
PETERSON, JESS, DAVIDIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
PETERSON, JESS, DAVIDIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
PETERSON, JESS, DAVIDIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERB Control
PETERSON, ANDREW, GEORGEIMEMBERA Control
PETERSON, ANDREW, GEORGEIMEMBERA Control
PETERSON, ANDREW, GEORGEIMEMBERA Control
PETERSON, ANDREW, GEORGEIMEMBERA Control
PETERSON, ANDREW, GEORGEIMEMBERA Control
PETERSON, ANDREW, GEORGEIMEMBERA Control
Peterson, CindyIMEMBERA Control
Peterson, CindyIMEMBERA Control
Peterson, CindyIMEMBERA Control
Peterson, CindyIMEMBERA Control
Peterson, CindyIMEMBERA Control
Peterson, Tiffany, LeaIMEMBERA Control
Peterson, Tiffany, LeaIMEMBERA Control
Peterson, Tiffany, LeaIMEMBERA Control
Peterson, Tiffany, LeaIMEMBERA Control
Peterson, Tiffany, LeaIMEMBERA Control
Peterson, Tiffany, LeaIMEMBERA Control
Peterson, Tiffany, LeaIMEMBERA Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (6)

AZ CA LA NV TX UT

Address

2255 GREEN VISTA DRIVE
SUITE 403
SPARKS, NV 89431
United States
Phone: 775-673-1100