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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Rogers, Benjamin, Samuel-Wayne | I | CCO/MEMBER | NA | Control |
| Rogers, Benjamin, Samuel-Wayne | I | CCO/MEMBER | NA | Control |
| Rogers, Benjamin, Samuel-Wayne | I | CCO/MEMBER | NA | Control |
| Rogers, Benjamin, Samuel-Wayne | I | CCO/MEMBER | NA | Control |
| Rogers, Benjamin, Samuel-Wayne | I | CCO/MEMBER | NA | Control |
| Rogers, Benjamin, Samuel-Wayne | I | CCO/MEMBER | NA | Control |
| Rogers, Benjamin, Samuel-Wayne | I | CCO/MEMBER | NA | Control |
| Silva, Jesse | I | MANAGER/MEMBER | E | Control |
| Silva, Jesse | I | MANAGER/CCO | E | Control |
| Silva, Jesse | I | MANAGER/MEMBER | E | Control |
| Silva, Jesse | I | MANAGER/MEMBER | E | Control |
| Silva, Jesse | I | MANAGER/MEMBER | E | Control |
| Silva, Jesse | I | MANAGER/MEMBER | E | Control |
| Silva, Jesse | I | MANAGER/MEMBER | E | Control |
| Silva, Jesse | I | MANAGER/MEMBER | E | Control |
| Peterson, M Tom | I | MANAGER/MEMBER | D | Control |
| Peterson, M Tom | I | MANAGER/MEMBER | D | Control |
| Peterson, M Tom | I | MANAGER/MEMBER | D | Control |
| Peterson, M Tom | I | MANAGER/MEMBER | D | Control |
| Peterson, M Tom | I | MANAGER/MEMBER | D | Control |
| Rogers, Benjamin, Samuel-Wayne | I | CCO/MANAGER/MEMBER | C | Control |
| Rogers, Benjamin, Samuel-Wayne | I | CCO/MANAGER/MEMBER | C | Control |
| Rogers, Benjamin, Samuel-Wayne | I | CCO/MANAGER/MEMBER | C | Control |
| Rogers, Benjamin, Samuel-Wayne | I | CCO/MANAGER/MEMBER | C | Control |
| Rogers, Benjamin, Samuel-Wayne | I | CCO/MANAGER/MEMBER | C | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (4)
CA FL TX UT
Address
5305 S HIGHLAND DRIVESUITE 100
SALT LAKE CITY, UT 84117
United States
Phone: 8019929783