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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
May 28, 2025 REGISTERED
Notice Filings (12)
AZ CA CO FL GA ID LA NE NM OK TX UT
Address
1523 EAST SKYLINE DRIVE SUITE CSOUTH OGDEN, UT 84405
United States
Phone: 801-475-4002