Peterson Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Peterson Wealth Management is a family-owned registered investment adviser that provides comprehensive portfolio management and financial planning to a broad client base, including individual and high-net-worth clients, trusts, retirement plans and business entities. The firm manages just over $250 million on a discretionary basis and also offers standalone planning and consulting services covering areas such as retirement, estate, corporate and personal tax planning, real estate analysis and cost segregation studies.
The firm delivers discretionary account management with ongoing monitoring and periodic rebalancing, employing a mix of analytical methods — including fundamental, technical, quantitative and sector analysis — and multiple asset-allocation approaches (strategic, tactical, dynamic and core-satellite). Advisors may implement both long- and short-term purchases and adhere to duration constraints for fixed-income exposure while tailoring portfolios to client objectives and risk tolerances.
Compared with many peers, Peterson has an unusually high client-to-advisor ratio (three advisors serving more than 1,100 clients) and discloses operational features that can affect custody and transfers, such as Standing Letters of Authorization. The firm’s representatives are also registered representatives of a broker-dealer and licensed insurance agents, enabling commissionable securities and insurance product sales — an uncommon affiliation among similar-supported firms that the brochure identifies as a potential conflict the firm manages.
Client services
Expertise
Fee options
Commission earned from sale of securities including mutual funds and trail fees.
Up to $250 per hour with a minimum of two hours per engagement for financial planning and consulting services.
Main office
2255 Green Vista Drive, Suite 403
Sparks NV 89431
Advisors at this office
3
Most active in
Arizona · California · Louisiana · Nevada · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Donald P
Series 63, Series 66
Sparks, NV
Peterson Wealth Management, LLC
Donald Peterson is a financial advisor at Peterson Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including M.S. Howells & Co. and First Allied Advisory Services. Outside of his advisory role, he serves as an assistant coach for a youth travel hockey team in Reno, NV. Peterson Wealth Management serves individual and high-net-worth clients, trusts, pension plans, and corporate entities, offering discretionary portfolio management and standalone financial planning. The firm employs a multi-method investment approach and manages approximately $222 million in discretionary assets.
Jess P
Series 63, Series 66
Sparks, NV
Peterson Wealth Management, LLC
Jess Peterson is a financial advisor at Peterson Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at M.S. Howells & Co. since 2018, alongside his role at Peterson Wealth Management beginning in 2017. Outside of finance, Peterson is a minority owner and general manager of Reno Ice Raiders LLC, a men's senior hockey league, and holds a minority interest in Battle Born Hockey School LLC, a hockey skills school. Peterson Wealth Management serves individual and high-net-worth clients, trusts, pension plans, and corporate entities, offering discretionary portfolio management and standalone financial planning services. The firm employs a multi-method investment process and manages approximately $222 million in discretionary assets.
Andrew P
Series 63, Series 66
Sparks, NV
Peterson Wealth Management, LLC
Andrew Peterson is a financial advisor at Peterson Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at M.S. Howells & Co. since 2020 and First Allied Securities, Inc. from 2018 to 2019. Outside of finance, Peterson is a minority owner and player of the Reno Ice Raiders hockey team and serves as head coach and minority owner of the Battle Born Hockey School. Peterson Wealth Management serves individual and high-net-worth clients, trusts, pension plans, and corporate entities, offering discretionary portfolio management and standalone financial planning. The firm employs a multi-method investment approach and manages approximately $222 million in discretionary assets.
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