Andrew
Peterson

Peterson Wealth Management, LLC

CRD#5944571
Investment Advisor
in Sparks, NV

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About this Advisor

Andrew Peterson is a financial advisor based in Sparks, Nevada, with a total of 11 years of experience as a financial advisor. Peterson is an advisor for Peterson Wealth Management, LLC. Throughout their career, Peterson has worked at Solleftea Hockey Club, First Allied Securities, Inc, Student, Peterson Wealth Management, LLC and M.S. Howells & Co. Peterson has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in Nevada. Peterson Wealth Management, LLC is a company that has its headquarters in Sparks, Nevada. It has just three advisors. It oversees $133 million in assets under management across its 726 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 726 customer accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which services are offered. However, fee types billed by Peterson Wealth Management, LLC can be comprised of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

2215 Green Vista Drive Suite 303
Sparks, NV 89431

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Peterson Wealth Management, LLC Brokerage Details

Total Assets Under Management

$132,675,897

NV Average: $664,206,839
Total Number of Employees

3

NV Average: 10
Total Number of Accounts

726

NV Average: 1,698
Average Account Size

$182,749

NV Average: $391,170

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Andrew Peterson Work History

Andrew has 11 years of experience.

2020 - Present (1 year)

M.S. Howells & Co

2018 - Present (3 years)

Peterson Wealth Management, LLC

2018 - 2019 (1 year)

First Allied Securities, Inc

2013 - 2018 (5 years)

Solleftea Hockey Club

2009 - 2013 (4 years)

Student

Disclosures

Andrew Peterson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Peterson Wealth Management, LLC

Jess Peterson
Sparks, NV
Andrew Peterson
Sparks, NV
Donald Peterson
Sparks, NV

This content was compiled from the SEC and FINRA.

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