A complete list of active advisors currently associated with Peterson Wealth Management

Warmer can help you find a great advisor at Peterson Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Peterson Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Bryce Peterson	Tigard, OR	22

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