Peterson Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a state-registered investment adviser that provides discretionary portfolio management for individuals, families and select small organizations, and also offers 401(k) plan advisory services and periodic financial planning work. It manages roughly $54 million in discretionary private-account assets and advises workplace retirement plans with about $6.5 million in assets under advisement.
Investment decisions follow a fundamental, value‑oriented process centered on free‑cash‑flow estimates and business valuation, applied across common stocks, bonds and blended portfolios. Portfolios are intentionally concentrated (typically held to a limited number of meaningful positions), emphasize downside risk control and routinely maintain a cash allocation (commonly at least 10%), with ongoing monitoring and quarterly client reporting.
The firm has a material regulatory disclosure: it entered into a Washington state consent order addressing unregistered advisory activity involving five clients between July 2021 and April 2024, and reported paying a $16,500 fine plus disgorgement payments totaling $179,935.35 and satisfying the order’s obligations. The firm also discloses specific personal‑trading controls and a practice of co‑allocating trades with family accounts, details that clients may review in its code of ethics and trading policies.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% Above $500,000+: 1.25%
Account minimum: $100,000
Main office
Tigard OR
Advisors at this office
1
Most active in
Oregon · Texas · Washington
Also doing business as
Peterson Wealth Management · Peterson Wealth Management, LLC · Washington Street Investments, 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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