Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
469505182
SEC advisor number
801-117241
FINRA CRD number
285415
AUM ?
$185.07 mm
(as of 29 Feb 24)
Accounts
951
(as of 29 Feb 24)
Employees
7
(3 investment advisory or research)
Address
Peterson Wealth Management
2215 GREEN VISTA DRIVE
SUITE 303
SPARKS
NV 89431
2215 GREEN VISTA DRIVE
SUITE 303
SPARKS
NV 89431
Phone
775-673-1100
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Aug 23
13F-HR
Quarterly holdings report by institutional manager
17 Aug 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21