PETERSON WEALTH SERVICES INC.
CRD #288620 SEC #801-119303 SOUTH OGDEN, UT 801-475-4002
SEC Registered
Total AUM
$462.7M
Discretionary
$462.7M
Employees
7
Clients
25
Accounts
1,604
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $462.7M | $462.7M | $0 | 7 | 0 |
| Mar 2025 | $462.7M | $462.7M | $0 | 7 | 0 |
| Nov 2024 | $394M | $388.7M | $5.3M | 7 | 0 |
| Nov 2024 | $394M | $388.7M | $5.3M | 7 | 0 |
| Oct 2024 | $394M | $388.7M | $5.3M | 7 | 0 |
| Sep 2024 | $394M | $388.7M | $5.3M | 8 | 0 |
| Jun 2024 | $394M | $388.7M | $5.3M | 7 | 0 |
| Jun 2024 | $394M | $388.7M | $5.3M | 7 | 0 |
| Jan 2024 | $394M | $388.7M | $5.3M | 5 | 0 |
| Oct 2023 | $308.7M | $305.6M | $3.1M | 5 | 0 |
| Jun 2023 | $308.7M | $305.6M | $3.1M | 5 | 0 |
| Mar 2023 | $308.7M | $305.6M | $3.1M | 6 | 0 |
| Jun 2022 | $343.8M | $340.1M | $3.7M | 6 | 0 |
| Jun 2022 | $343.8M | $340.1M | $3.7M | 6 | 0 |
| Jun 2022 | $343.8M | $340.1M | $3.7M | 6 | 0 |
| May 2022 | $343.8M | $340.1M | $3.7M | 5 | 0 |
| Feb 2022 | $343.8M | $340.1M | $3.7M | 6 | 0 |
| Jan 2022 | $343.8M | $340.1M | $3.7M | 6 | 0 |
| Nov 2021 | $247M | $242M | $5M | 6 | 0 |
| Aug 2021 | $247M | $242M | $5M | 6 | 0 |
| Jun 2021 | $247M | $242M | $5M | 6 | 0 |
| Mar 2021 | $247M | $242M | $5M | 6 | 0 |
| Dec 2020 | $239.5M | $220M | $19.5M | 6 | 0 |
| Oct 2020 | $215M | $210M | $5M | 5 | 0 |
| Sep 2020 | $215M | $210M | $5M | 3 | 0 |
| Sep 2020 | $215M | $210M | $5M | 3 | 0 |
| Jul 2020 | $215M | $210M | $5M | 3 | 0 |
| Jul 2020 | $215M | $210M | $5M | 3 | 0 |
DateMay 2025
Total AUM$462.7M
Discretionary$462.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$462.7M
Discretionary$462.7M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$394M
Discretionary$388.7M
Non-Disc.$5.3M
Employees7
Clients0
DateNov 2024
Total AUM$394M
Discretionary$388.7M
Non-Disc.$5.3M
Employees7
Clients0
DateOct 2024
Total AUM$394M
Discretionary$388.7M
Non-Disc.$5.3M
Employees7
Clients0
DateSep 2024
Total AUM$394M
Discretionary$388.7M
Non-Disc.$5.3M
Employees8
Clients0
DateJun 2024
Total AUM$394M
Discretionary$388.7M
Non-Disc.$5.3M
Employees7
Clients0
DateJun 2024
Total AUM$394M
Discretionary$388.7M
Non-Disc.$5.3M
Employees7
Clients0
DateJan 2024
Total AUM$394M
Discretionary$388.7M
Non-Disc.$5.3M
Employees5
Clients0
DateOct 2023
Total AUM$308.7M
Discretionary$305.6M
Non-Disc.$3.1M
Employees5
Clients0
DateJun 2023
Total AUM$308.7M
Discretionary$305.6M
Non-Disc.$3.1M
Employees5
Clients0
DateMar 2023
Total AUM$308.7M
Discretionary$305.6M
Non-Disc.$3.1M
Employees6
Clients0
DateJun 2022
Total AUM$343.8M
Discretionary$340.1M
Non-Disc.$3.7M
Employees6
Clients0
DateJun 2022
Total AUM$343.8M
Discretionary$340.1M
Non-Disc.$3.7M
Employees6
Clients0
DateJun 2022
Total AUM$343.8M
Discretionary$340.1M
Non-Disc.$3.7M
Employees6
Clients0
DateMay 2022
Total AUM$343.8M
Discretionary$340.1M
Non-Disc.$3.7M
Employees5
Clients0
DateFeb 2022
Total AUM$343.8M
Discretionary$340.1M
Non-Disc.$3.7M
Employees6
Clients0
DateJan 2022
Total AUM$343.8M
Discretionary$340.1M
Non-Disc.$3.7M
Employees6
Clients0
DateNov 2021
Total AUM$247M
Discretionary$242M
Non-Disc.$5M
Employees6
Clients0
DateAug 2021
Total AUM$247M
Discretionary$242M
Non-Disc.$5M
Employees6
Clients0
DateJun 2021
Total AUM$247M
Discretionary$242M
Non-Disc.$5M
Employees6
Clients0
DateMar 2021
Total AUM$247M
Discretionary$242M
Non-Disc.$5M
Employees6
Clients0
DateDec 2020
Total AUM$239.5M
Discretionary$220M
Non-Disc.$19.5M
Employees6
Clients0
DateOct 2020
Total AUM$215M
Discretionary$210M
Non-Disc.$5M
Employees5
Clients0
DateSep 2020
Total AUM$215M
Discretionary$210M
Non-Disc.$5M
Employees3
Clients0
DateSep 2020
Total AUM$215M
Discretionary$210M
Non-Disc.$5M
Employees3
Clients0
DateJul 2020
Total AUM$215M
Discretionary$210M
Non-Disc.$5M
Employees3
Clients0
DateJul 2020
Total AUM$215M
Discretionary$210M
Non-Disc.$5M
Employees3
Clients0