Peterson Wealth Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

146349

SEC number

801-68917

Firm type

RIA

Assets under management

$829.7M as of Apr 26, 2026

Website

www.facebook.com/RetirementIncomePlanners ↗

Phone

801-225-0000

Address

360 West 920 North, Orem, UT, 84057

Advisors at this firm

13 in our index · page 1 of 1

• Alexander Parkinson CallCRD 6309288 · Orem, UT
  IA Registered
• Thomas Grant ChallisCRD 7732404 · Orem, UT
  IA Registered
• Kristen HudspethCRD 7559901 · Orem, UT
  IA Registered
• Carson Dale JohnsonCRD 6665459 · Orem, UT
  IA RegisteredRegistration inactive
• Alek Reid JohnsonCRD 7079967 · Orem, UT
  IA Registered
• Jeffrey Dean LindsayCRD 5279879 · Orem, UT
  IA Registered
• Alison Marie McfaddenCRD 8113904 · Orem, UT
  IA Registered
• Scott MuhlesteinCRD 8231614 · Orem, UT
  IA Registered
• Scott Martin PetersonCRD 1611542 · Orem, UT
  IA RegisteredRegistration inactive
• Daniel Mark RuskeCRD 7079844 · Orem, UT
  IA Registered
• Jeffrey Alan SevyCRD 7982736 · Orem, UT
  IA Registered
• Zachary Lee SwensonCRD 7555240 · Orem, UT
  IA Registered
• Kaden Verl WatersCRD 6452942 · Orem, UT
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.