LP Profile

Peterson Wealth Management

Also known as peterson wealth

Wealth ManagerSparks, United StatesFounded 2004
$176M
Assets Under Management
Sparks
Headquarters
Investment Focus

About Peterson Wealth Management

With over 30 years of experience, we’re an independent, fiduciary, family business committed in simplifying your finances with handcrafted solutions.

Preferred Investment Types

Distressed DebtVenture (General)
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Peterson Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$251.1M
Total Clients
1,145
Filing Date
May 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Peterson Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Peterson Wealth Management?

Peterson Wealth Management is a wealth manager based in Sparks, United States, managing approximately $176M in assets.

Where is Peterson Wealth Management headquartered?

Peterson Wealth Management is headquartered in Sparks, United States.

How much does Peterson Wealth Management manage?

Peterson Wealth Management manages approximately $176M in assets under management.

When was Peterson Wealth Management founded?

Peterson Wealth Management was founded in 2004.

What does Peterson Wealth Management invest in?

Peterson Wealth Management focuses on Distressed Debt, Venture (General).

How can I contact Peterson Wealth Management?

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