Peterson Wealth Management
Peterson Wealth Management (CRD# 136585) is a financial advisory firm headquartered in , . They manage $44,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Peterson Wealth Management
By the Numbers
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Total Assets Under Management44MILLION
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Total Number of Accounts90ACCOUNTS
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Average Account Value$488,889
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Peterson Wealth Management
1
Bryce Peterson (CRD# 4801660) is an Investment Advisor Representative working at Peterson Wealth Management in Tigard, OR and has over 21 years of experience in the finance industry.
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