Peterson Wealth Advisors

EST. AUM
$829,682,153

CONTACTS
7

CLIENT ACCOUNTS
1,988

Firm Details

Metro area Salt Lake City
CRD Number 146349
Website petersonwealth.com
Client types

Overview

Peterson Wealth Advisors implements the Perennial Income Model™ to align investments with future income needs. The company follows a structured investment strategy designed to address long-term financial goals, with a focus on retirement planning.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Peterson Wealth Advisors

Platform Details

Investment Preferences

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