Peterson Rogers Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$152,263,606
Clients
81
Advisors
4
of 4 employees
About
PetersonRogers Private Wealth, LLC advises family offices, high‑net‑worth and ultra‑high‑net‑worth individuals, business owners, corporations and retirement plans, providing wealth management, investment advisory, financial planning, and corporate/retirement plan consulting. The firm delivers services through the Axxcess third‑party asset management platform (TAMP), including TPM selection and consolidated reporting of positions and performance.
PRPW employs a multi‑asset‑class, multi‑disciplinary approach that emphasizes customized portfolios and long‑term asset allocation over market timing, using fundamental, technical and cyclical analysis to select investments across public securities, third‑party managers, ETFs and alternatives. The brochure discloses that portfolios may incorporate derivatives (options and futures), borrowing (margin), and tailored money‑market sweep strategies for client cash balances when appropriate.
The firm provides consolidated performance and position reporting via the Axxcess Private Asset Platform and explicitly discloses limits on the accuracy of those reports, and it engages third‑party marketing/referral arrangements (SmartAsset) that are treated as compensated endorsements under the SEC Marketing Rule. PRPW’s disclosures also highlight the potential use of leverage and derivatives in managed accounts and a client mix concentrated in institutional and high‑net‑worth households rather than general retail individual clients.
Client services
Expertise
Occupation focus
Fee options
0.5% to 1.25% annually (negotiable, client-by-client basis)
Fee-only: Annual fee of 0.5% to 1.25% of assets under management, payable monthly in arrears, negotiable per client.
Main office
5305 S Highland Drive, Suite 100
Salt Lake City UT 84117
Advisors at this office
4
Most active in
California · Texas · Utah · Wyoming
Also doing business as
Maddix Holdings · Maddix Holdings, LLC · Maddix Wealth, LLC · Peterson Rogers Private Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
M Tom P
Series 63, Series 65
Salt Lake City, UT
Peterson Rogers Private Wealth, LLC
M Tom Peterson is a financial advisor at Peterson Rogers Private Wealth, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill for 33 years and Bank of America for 7 years. He serves on the advisory board of the Cancierge Foundation, a nonprofit that assists cancer patients and their families by coordinating local social services and fundraising. Peterson Rogers Private Wealth advises family offices, high-net-worth and ultra-high-net-worth individuals, business owners, corporations, and retirement plans. The firm offers wealth management, investment advisory, financial planning, and corporate/retirement plan consulting, using a multi-asset-class investment approach focused on customized portfolios and long-term asset allocation.
Kade A
Series 65
Salt Lake City, UT
Peterson Rogers Private Wealth, LLC
Kade Archibald is a financial advisor at Peterson Rogers Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Maddix Capital and Mercato Partners. Prior to his financial career, he spent six years with the Cache County School District. Peterson Rogers Private Wealth offers tailored wealth management and advisory services to family offices, high-net-worth individuals, business owners, and institutional retirement plans. The firm employs a multi-asset, multi-disciplinary approach focusing on long-term asset allocation and custom portfolios that include public and alternative investments.
Jace B
Series 65
Salt Lake City, UT
Peterson Rogers Private Wealth, LLC
Jace Bertelsen is a financial advisor at Peterson Rogers Private Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Peterson Rogers, he worked at GenWealth Advisory Group and has experience in educational roles at the University of Utah, Salt Lake Community College, and Murray School District. Peterson Rogers Private Wealth, LLC serves family offices, high-net-worth and ultra-high-net-worth individuals, business owners, corporations, and retirement plans. The firm employs a multi-asset-class, multi-disciplinary investment approach focused on customized portfolios and long-term asset allocation, utilizing fundamental, technical, and cyclical analysis across public securities, third-party managers, ETFs, and alternatives.
Benjamin R
CFP®, Series 66
Salt Lake City, UT
Peterson Rogers Private Wealth, LLC
Benjamin Rogers is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with nine years of industry experience. He is currently a financial advisor at Peterson Rogers Private Wealth, LLC in Salt Lake City, UT. His prior experience includes roles at Maddix Holdings LLC, Axxcess Wealth Management, Bank of America, Merrill Lynch, and service in the United States Marine Corps. Peterson Rogers Private Wealth advises family offices, high-net-worth and ultra-high-net-worth individuals, business owners, corporations, and retirement plans. The firm utilizes a multi-asset-class, multi-disciplinary approach focusing on customized portfolios and long-term asset allocation across public securities, third-party managers, ETFs, and alternatives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)