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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PETERSON WEALTH ADVISORS, LLC

CRD 146349

OREM, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d974f3ff-3906-5d88-d1ab-33d365f3cb63

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 4
On other graphs: 0
Observed: Mar 5, 2012 to Sep 8, 2026
66 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.03 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $830MItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $830M
Private client RAUM: $784MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $59.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 13
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,988
Individual clients: 429
High net worth clients: 224
SEC number: 801-68917
CRD: 146349
Filings on the tape: 66
First filed: Mar 5, 2012
Latest filed: Sep 8, 2026
Organised: Limited Liability Company, UT

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT MARTIN PETERSON	Chartered Financial Consultant	OREM, UT	18	39	1	no
JEFFREY DEAN LINDSAY	Certified Financial Planner	OREM, UT	13	19	n/a	no
ALEXANDER PARKINSON CALL	Certified Financial Planner	OREM, UT	7	12	2	no
CARSON DALE JOHNSON	Certified Financial Planner	OREM, UT	6	10	2	no
Daniel Mark Ruske	Certified Financial Planner	OREM, UT	6	10	n/a	no
Alek Reid Johnson	n/a	OREM, UT	5	11	n/a	no
KADEN VERL WATERS	Certified Financial Planner	OREM, UT	3	11	1	no
Zachary Lee Swenson	n/a	OREM, UT	3	11	1	no
KRISTEN HUDSPETH	n/a	OREM, UT	2	13	n/a	no
Jeffrey Alan Sevy	n/a	OREM, UT	1	12	n/a	no
Alison Marie McFadden	n/a	OREM, UT	1	11	n/a	no
Thomas Grant Challis	n/a	OREM, UT	0	11	n/a	no
Scott Muhlestein	n/a	OREM, UT	0	10	n/a	no
Michael Robert Hampton	n/a	OREM, UT \| Orem, UT	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PETERSON, SCOTT, MARTIN	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	yes	01/2008	Mar 5, 2012	Dec 12, 2024
CALL, ALEXANDER, PARKINSON	Member	B	no	01/2021	Feb 1, 2022	Dec 12, 2024
LINDSAY, JEFFREY, DEAN	Member	B	no	01/2018	Jan 14, 2019	Dec 12, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 26, 2026	$830M	$830M	13	13	0	n/a	n/a
2024	Apr 17, 2025	$689M	$689M	12	12	0	n/a	n/a
2023	Mar 1, 2024	$567M	$529M	10	10	0	n/a	n/a
2022	Mar 22, 2023	$479M	$473M	9	9	0	n/a	n/a
2021	Feb 1, 2022	$505M	$505M	8	8	0	n/a	n/a
2020	Feb 24, 2021	$350M	$350M	6	6	0	n/a	n/a
2019	Jan 29, 2020	$273M	$273M	4	4	0	n/a	n/a
2018	Jan 14, 2019	$200M	$200M	4	4	0	n/a	n/a
2017	Feb 7, 2018	$208M	$208M	3	3	0	n/a	n/a
2016	Mar 22, 2017	$174M	$174M	3	3	n/a	n/a	n/a
2015	Mar 16, 2016	$112M	$112M	2	2	n/a	n/a	n/a
2014	Feb 20, 2015	$119M	$119M	5	2	n/a	n/a	n/a
2013	Mar 27, 2014	$102M	$102M	5	2	n/a	n/a	n/a
2012	Apr 12, 2013	$85.7M	$85.7M	6	2	n/a	n/a	n/a
2011	Mar 5, 2012	$69.9M	$69.9M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$830M	$689M	20.5%	$479M	20.1%	13	12	0	0

Relationships

Registered with (18)

← Michael Robert HamptonAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← Scott MuhlesteinAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← Thomas Grant ChallisAdvisorregistration: current employment
Oct 14, 2025 to presentfactForm ADV
← Alison Marie McFaddenAdvisorregistration: current employment
Jul 21, 2025 to presentfactForm ADV
← Jeffrey Alan SevyAdvisorregistration: current employment
Oct 29, 2024 to presentfactForm ADV
← KRISTEN HUDSPETHAdvisorregistration: current employment
May 23, 2024 to presentfactForm ADV
← KADEN VERL WATERSAdvisorregistration: current employment
Mar 17, 2023 to presentfactForm ADV
← Zachary Lee SwensonAdvisorregistration: current employment
Mar 17, 2023 to presentfactForm ADV
← Alek Reid JohnsonAdvisorregistration: current employment
Jun 23, 2021 to presentfactForm ADV
← Daniel Mark RuskeAdvisorregistration: current employment
Jul 29, 2020 to presentfactForm ADV
← CARSON DALE JOHNSONAdvisorregistration: current employment
Jun 30, 2020 to presentfactForm ADV
← ALEXANDER PARKINSON CALLAdvisorregistration: current employment
Oct 15, 2018 to presentfactForm ADV
← JEFFREY DEAN LINDSAYAdvisorregistration: current employment
Mar 21, 2013 to presentfactForm ADV
← SCOTT MARTIN PETERSONAdvisorregistration: current employment
Mar 20, 2008 to presentfactForm ADV
← Joshua Michael GlennAdvisorregistration: previous registration
Oct 24, 2022 to Oct 11, 2024factForm ADV
← Taylor Austin LeeAdvisorregistration: previous registration
Jun 6, 2022 to Jun 9, 2023factForm ADV
← MARK PHILIP WHITAKERAdvisorregistration: previous registration
Nov 24, 2015 to Mar 31, 2023factForm ADV
← DAVID MAWHINNEYAdvisorregistration: previous registration
Jun 9, 2021 to Nov 18, 2021factForm ADV

Controls (1)

← PETERSON, SCOTT, MARTINOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 5, 2012 to Dec 12, 2024factForm ADV

Owns (2)

← LINDSAY, JEFFREY, DEANOwnerMEMBER, ownership code B, individual
Jan 14, 2019 to Dec 12, 2024factForm ADV
← CALL, ALEXANDER, PARKINSONOwnerMEMBER, ownership code B, individual
Feb 1, 2022 to Dec 12, 2024factForm ADV

Dated events

Occurred
Oct 11, 2024
Advisor changed firm
Joshua Michael Glenn left Peterson Wealth Advisors, Llc for Private Advisory (registered 2024-10-24)
Form ADVobserved 6 days ago
Occurred
Jun 9, 2023
Advisor changed firm
Taylor Austin Lee left Peterson Wealth Advisors, Llc for J.P. Morgan Securities Llc (registered 2023-08-03)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Mark Philip Whitaker left Peterson Wealth Advisors, Llc for Retirement Advice Llc (registered 2023-04-03)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2022
Regulatory AUM changed
Peterson Wealth Advisors, Llc reported RAUM $505.5M, up 45% from $349.6M (2022-01-10 to 2022-02-01)
Form ADVobserved 6 days ago
$156M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d974f3ff-3906-5d88-d1ab-33d365f3cb63
First observed: Mar 5, 2012
Last observed: Sep 8, 2026 13 days 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.

PETERSON WEALTH ADVISORS, LLC

CRD 146349

OREM, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d974f3ff-3906-5d88-d1ab-33d365f3cb63

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT MARTIN PETERSON

Chartered Financial Consultant

OREM, UT

JEFFREY DEAN LINDSAY

Certified Financial Planner

OREM, UT

n/a

ALEXANDER PARKINSON CALL

Certified Financial Planner

OREM, UT

CARSON DALE JOHNSON

Certified Financial Planner

OREM, UT

Daniel Mark Ruske

Certified Financial Planner

OREM, UT

n/a

Alek Reid Johnson

n/a

OREM, UT

n/a

KADEN VERL WATERS

Certified Financial Planner

OREM, UT

Zachary Lee Swenson

n/a

OREM, UT

KRISTEN HUDSPETH

n/a

OREM, UT

n/a

Jeffrey Alan Sevy

n/a

OREM, UT

n/a

Alison Marie McFadden

n/a

OREM, UT

n/a

Thomas Grant Challis

n/a

OREM, UT

n/a

Scott Muhlestein

n/a

OREM, UT

n/a

Michael Robert Hampton

n/a

OREM, UT | Orem, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PETERSON, SCOTT, MARTIN

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

01/2008

Mar 5, 2012

Dec 12, 2024

CALL, ALEXANDER, PARKINSON

Member

01/2021

Feb 1, 2022

Dec 12, 2024

LINDSAY, JEFFREY, DEAN

Member

01/2018

Jan 14, 2019

Dec 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 26, 2026

$830M

n/a

2024

Apr 17, 2025

$689M

n/a

2023

Mar 1, 2024

$567M

$529M

n/a

2022

Mar 22, 2023

$479M

$473M

n/a

2021

Feb 1, 2022

$505M

n/a

2020

Feb 24, 2021

$350M

n/a

2019

Jan 29, 2020

$273M

n/a

2018

Jan 14, 2019

$200M

n/a

2017

Feb 7, 2018

$208M

n/a

2016

Mar 22, 2017

$174M

n/a

2015

Mar 16, 2016

$112M

n/a

2014

Feb 20, 2015

$119M

n/a

2013

Mar 27, 2014

$102M

n/a

2012

Apr 12, 2013

$85.7M

n/a

2011

Mar 5, 2012

$69.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$830M

$689M

20.5%

$479M

20.1%