Hedge Fund Database

PETERSON WEALTH SERVICES INC.

Adviser information for PETERSON WEALTH SERVICES INC. last updated from Form ADV on January 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Utah, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 390 $388.7M
Non-Discretionary 1 $5.3M
Total 391 $394.0M

Clients

Type Number RAUM
Individuals 377 $221.2M
HNW Individuals 13 $167.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $5.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMFixed fees
Other Business Activities Broker-dealerInsurance broker or agentCDFA - CERTIFIED DIVORCE FINANCIAL ANALYST

Identifiers

SEC RIA File Number 801-119303
SEC ERA File Number 801-119303
SEC CIK Numbers 1906799
SEC CRD Numbers 288620
Legal Entity Identifier None

Principal Office

1523 EAST SKYLINE DRIVE SUITE C
SOUTH OGDEN
UT
United States
Monday - Friday, MONDAY -THURSDAY 8 AM-4 PM FRIDAYS 8 AM-2:30 PM
Tel: 801-475-4002, Fax: 801-475-4015

Websites

twitter.com/petersonwealth www.petersonws.com www.linkedin.com/in/petersonbilly facebook.com/petersonwealth www.linkedin.com/company/89852746/admin/

Chief Compliance Officer

BILLY PETERSON
CEO
1523 EAST SKYLINE DRIVE SUITE C
SOUTH OGDEN
UT
United States
Tel: 8014754002
Fax: 8014754015
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PETERSON, BILLY, CADE Individual – CEO, CCO 07/2009 > 75%

No. Employees, Historic

10502020202120222023202420253 on 7/17/20203 on 7/21/20203 on 7/21/20203 on 9/25/20203 on 9/28/20205 on 10/16/20206 on 12/3/20206 on 3/16/20216 on 6/25/20216 on 8/26/20216 on 11/2/20216 on 1/21/20226 on 1/21/20226 on 2/4/20225 on 5/17/20226 on 6/8/20226 on 6/15/20226 on 6/22/20226 on 3/2/20235 on 6/2/20235 on 10/26/20235 on 1/26/2024

RAUM, Historic

400M200M0202020212022202320242025215000000 on 7/17/2020215000000 on 7/21/2020215000000 on 7/21/2020215000000 on 9/25/2020215000000 on 9/28/2020215000000 on 10/16/2020239500000 on 12/3/2020247000000 on 3/16/2021247000000 on 6/25/2021247000000 on 8/26/2021247000000 on 11/2/2021343788723 on 1/21/2022343788723 on 1/21/2022343788723 on 2/4/2022343788723 on 5/17/2022343788723 on 6/8/2022343788723 on 6/15/2022343788723 on 6/22/2022308670598 on 3/2/2023308670598 on 6/2/2023308670598 on 10/26/2023394014090 on 1/26/2024

No. Clients, Historic

4002000202020212022202320242025337 on 7/17/2020337 on 7/21/2020337 on 7/21/2020337 on 9/25/2020337 on 9/28/2020337 on 10/16/2020342 on 12/3/2020299 on 3/16/2021299 on 6/25/2021299 on 8/26/2021299 on 11/2/2021335 on 1/21/2022335 on 1/21/2022335 on 2/4/2022335 on 5/17/2022335 on 6/8/2022335 on 6/15/2022335 on 6/22/2022364 on 3/2/2023364 on 6/2/2023364 on 10/26/2023392 on 1/26/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AAON INC COM PAR $0.004 844K 10K –
ACADIA HEALTHCARE COMPANY IN COM 2M 35K –
ADVANCED ENERGY INDS COM 769K 7K –
ADVANCED MICRO DEVICES INC COM 475K 3K –
AIR PRODS & CHEMS INC COM 2M 7K –
ALLSTATE CORP COM 241K 2K –
ALPHABET INC CAP STK CL A 514K 3K –
ALPHABET INC CAP STK CL C 720K 4K –
AMAZON COM INC COM 11M 56K –
AMERICAN EXPRESS CO COM 372K 2K –
APA CORPORATION COM 2M 74K –
APPLE INC COM 21M 97K –
ASML HOLDING N V N Y REGISTRY SHS 3M 3K –
ATKORE INC COM 676K 5K –
AXCELIS TECHNOLOGIES INC COM NEW 836K 6K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 6M 14K –
BROADCOM INC COM 11M 7K –
BRUNSWICK CORP COM 746K 10K –
CADENCE DESIGN SYSTEM INC COM 3M 10K –
CANADIAN NAT RES LTD COM 6M 155K –
CELSIUS HLDGS INC COM NEW 740K 13K –
CHUBB LIMITED COM 2M 9K –
CISCO SYS INC COM 2M 40K –
CLOUDFLARE INC CL A COM 715K 9K –
CME GROUP INC COM 1M 7K –
COMCAST CORP NEW CL A 1M 34K –
COMFORT SYS USA INC COM 4M 14K –
CONOCOPHILLIPS COM 4M 38K –
COSTCO WHSL CORP NEW COM 12M 14K –
CROCS INC COM 906K 6K –
DARDEN RESTAURANTS INC COM 1M 8K –
DEVON ENERGY CORP NEW COM 2M 33K –
DIAMONDBACK ENERGY INC COM 4M 20K –
E L F BEAUTY INC COM 958K 5K –
EATON CORP PLC SHS 3M 8K –
EDWARDS LIFESCIENCES CORP COM 335K 4K –
ELI LILLY & CO COM 4M 5K –
ENSIGN GROUP INC COM 816K 7K –
EXXON MOBIL CORP COM 2M 20K –
FIRST CTZNS BANCSHARES INC N CL A 841K 500 –
FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 177K 14K –
FISERV INC COM 362K 2K –
GARMIN LTD SHS 3M 19K –
HALLIBURTON CO COM 297K 9K –
HEALTHEQUITY INC COM 781K 9K –
HOME DEPOT INC COM 5M 13K –
HUBSPOT INC COM 740K 1K –
HUDSON TECHNOLOGIES INC COM 600K 68K –
IES HLDGS INC COM 1M 7K –
INTEL CORP COM 3M 101K –
INTERCONTINENTAL EXCHANGE IN COM 411K 3K –
INTERNATIONAL SEAWAYS INC COM 861K 15K –
IQVIA HLDGS INC COM 275K 1K –
ISHARES INC CORE MSCI EMKT 764K 14K –
ISHARES TR CORE US AGGBD ET 330K 3K –
ISHARES TR CORE MSCI EAFE 965K 13K –
ISHARES TR CORE S&P MCP ETF 432K 7K –
ISHARES TR CORE S&P SCP ETF 319K 3K –
JOHNSON & JOHNSON COM 2M 11K –
JOHNSON CTLS INTL PLC SHS 1M 19K –
JPMORGAN CHASE & CO. COM 9M 44K –
L3HARRIS TECHNOLOGIES INC COM 323K 1K –
LANTHEUS HLDGS INC COM 901K 11K –
LULULEMON ATHLETICA INC COM 2M 7K –
MARATHON PETE CORP COM 3M 15K –
MATADOR RES CO COM 2M 40K –
MCGRATH RENTCORP COM 2M 22K –
MEDTRONIC PLC SHS 1M 16K –
MERCK & CO INC COM 2M 20K –
META PLATFORMS INC CL A 502K 996 –
MGP INGREDIENTS INC NEW COM 692K 9K –
MICROSOFT CORP COM 7M 16K –
MONOLITHIC PWR SYS INC COM 911K 1K –
MOTOROLA SOLUTIONS INC COM NEW 3M 8K –
NETFLIX INC COM 537K 795 –
NEXTERA ENERGY INC COM 491K 7K –
NOVO-NORDISK A S ADR 6M 40K –
NVIDIA CORPORATION COM 20M 161K –
NXP SEMICONDUCTORS N V COM 421K 2K –
OCCIDENTAL PETE CORP COM 4M 70K –
OLD DOMINION FREIGHT LINE IN COM 2M 14K –
ONTO INNOVATION INC COM 935K 4K –
PAYLOCITY HLDG CORP COM 549K 4K –
PUBLIC SVC ENTERPRISE GRP IN COM 492K 7K –
RAYMOND JAMES FINL INC COM 8M 64K –
S&P GLOBAL INC COM 266K 596 –
SALESFORCE INC COM 518K 2K –
SELECT SECTOR SPDR TR ENERGY 239K 3K –
SIMPSON MFG INC COM 682K 4K –
SKYWORKS SOLUTIONS INC COM 2M 23K –
SPDR S&P 500 ETF TR TR UNIT 3M 5K –
STERIS PLC SHS USD 290K 1K –
STRYKER CORPORATION COM 4M 12K –
SUPER MICRO COMPUTER INC COM 1M 1K –
TESLA INC COM 8M 41K –
THE TRADE DESK INC COM CL A 829K 8K –
THERMO FISHER SCIENTIFIC INC COM 4M 7K –
TJX COS INC NEW COM 420K 4K –
TRANE TECHNOLOGIES PLC SHS 540K 2K –
UFP TECHNOLOGIES INC COM 961K 4K –
ULTA BEAUTY INC COM 2M 5K –
UNION PAC CORP COM 4M 16K –
UNITEDHEALTH GROUP INC COM 457K 897 –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 3K –
VANGUARD INDEX FDS VALUE ETF 3M 17K –
VANGUARD INDEX FDS GROWTH ETF 14M 38K –
VERIZON COMMUNICATIONS INC COM 896K 22K –
VISA INC COM CL A 5M 20K –
WALMART INC COM 2M 33K –
WESTLAKE CORPORATION COM 749K 5K –
ZOETIS INC CL A 3M 16K –