This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$529MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$529M

Private client RAUM

$489MderivedItem 5.D individuals plus high net worth individuals

Private client share

93%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$132Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,835

Individual clients

391

High net worth clients

54

SEC number

801-119303

CRD

288620

Filings on the tape

31

First filed

Jul 17, 2020

Latest filed

Mar 18, 2026

Organised

Corporation, UT

• Occurred

  Jul 17, 2020
  First Form ADV filing

  Peterson Wealth Services Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ceb76d32-c306-943f-0938-d16ea8169d5b

First observed

Jul 17, 2020

Last observed

Mar 18, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.