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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Harbor
- Established Date
- 11-12-2021
- Office Locations
- 1
Office Locations
About Peters Wealth Group
Peters Wealth Group is an Ohio-based retirement-focused advisory firm helping households nearing or in retirement plan income, spending, and tax-aware strategies for confidence in retirement. The team provides financial planning alongside insurance/annuity and legacy considerations, implementing portfolios with ETFs, mutual funds, and fixed income. Founder Rodney Peters authors “Retire in Ohio” and hosts the “Retire Ready” radio show.
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Owner & Executives
RODNEY CHARLES PETERS
Chief Compliance Officer, Financial Professional, Managing Member, Owner
- CRD
- #6620746
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEVEN JOSEPH KURTZ
--
- CRD
- #7314610
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,281,303 | -- |
| Non-Discretionary | $405,553 | -- |
| Total | $48,686,856 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,686,856
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,760,589,299 | 36.4% |
| Cash | $1,349,462,677 | 27.9% |
| U.S. Government/Agency | $1,726,731,812 | 35.7% |
| Total | $4,836,783,788 | 100.0% |