PETERSON ROGERS PRIVATE WEALTH, LLC
CRD #324001 SEC #801-127132 SALT LAKE CITY, UT 8019929783
SEC Registered
Total AUM
$165.7M
Discretionary
$160.9M
Employees
3
Clients
51
Accounts
89
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $165.7M | $160.9M | $4.8M | 3 | 0 |
| Aug 2024 | $160.5M | $156.6M | $3.9M | 4 | 88 |
| Jul 2024 | $160.5M | $156.6M | $3.9M | 4 | 88 |
| May 2024 | $160.5M | $156.6M | $3.9M | 4 | 88 |
| Apr 2024 | $160.5M | $156.6M | $3.9M | 4 | 88 |
| Jan 2024 | $112.5M | $112.5M | $0 | 6 | 70 |
| May 2023 | $112.5M | $112.5M | $0 | 6 | 70 |
| May 2023 | $112.5M | $112.5M | $0 | 6 | 70 |
| May 2023 | $112.5M | $112.5M | $0 | 6 | 70 |
| Mar 2023 | $0 | $0 | $0 | 6 | 0 |
| Mar 2023 | $0 | $0 | $0 | 6 | 0 |
| Dec 2022 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$165.7M
Discretionary$160.9M
Non-Disc.$4.8M
Employees3
Clients0
DateAug 2024
Total AUM$160.5M
Discretionary$156.6M
Non-Disc.$3.9M
Employees4
Clients88
DateJul 2024
Total AUM$160.5M
Discretionary$156.6M
Non-Disc.$3.9M
Employees4
Clients88
DateMay 2024
Total AUM$160.5M
Discretionary$156.6M
Non-Disc.$3.9M
Employees4
Clients88
DateApr 2024
Total AUM$160.5M
Discretionary$156.6M
Non-Disc.$3.9M
Employees4
Clients88
DateJan 2024
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees6
Clients70
DateMay 2023
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees6
Clients70
DateMay 2023
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees6
Clients70
DateMay 2023
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees6
Clients70
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0