CRD: 110952
Petersen Hastings Wealth Advisors, Inc.
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- Custodian
- Charles Schwab & Company · LPL Financial · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- CatalystHarbor
- Established Date
- 09-26-1983
- Office Locations
- 1
Office Locations
About Petersen Hastings Wealth Advisors, Inc.
Petersen Hastings Wealth Advisors is a fiduciary RIA serving Eastern Washington and clients nationwide, delivering financial planning and wealth management for multi-generational families, business owners (including employee-focused solutions), and nonprofits. Portfolios emphasize ETF-based implementation alongside broader allocation tools. Known for a psychologist-designed discovery process and team-driven approach; ranked #38 on CNBC’s 2025 Top 100 Financial Advisory Firms list.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BLAINE ARTHUR CARR
TREASURER, Wealth Advisor
- CRD
- #4842136
- Ownership
- 25% but less than 50%
MATTHEW JAMES PETERSEN
Secretary, Wealth Advisor
- CRD
- #6174279
- Ownership
- 25% but less than 50%
Vector glacier
Peak insight momentum
- CRD
- #19701
- Ownership
- 15.3%
Showing 2 of 5 owners & executives
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Andrew Jacob Bennett
--
- CRD
- #8071544
CORY TIM BRIGGS
Wealth Advisor
- CRD
- #6264003
Oak signal
Wave optima
- CRD
- #92905
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,576,834,456 | $457,850 |
| Non-Discretionary | $0 | -- |
| Total | $1,576,834,456 | $457,850 |
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Separately Managed Accounts
Total SMA Asset: $1,576,834,456
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $475,317,931 | 19.8% |
| Other | $223,255,392 | 9.3% |
| Cash | $576,142,947 | 24.0% |
| Corporate - Investment Grade | $436,908,402 | 18.2% |
| Municipal Bonds | $350,486,959 | 14.6% |
| U.S. Government/Agency | $338,483,982 | 14.1% |
| Total | $2,400,595,613 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE QUANTUM | GLACIER LEGACY | 2ZQ91WYIC | RZO | 1.89% | $107,437,798 |
| CAPITAL FUSION | CREST FOCUS | DOWDGJ1VJ | KFVM | 6.12% | $36,276,583 |
| NORTH FOUNDATION | CAPITAL UNISON | SQ4V8WVU7 | KIAN | 7.52% | $33,415,295 |
| RADIAL DELTA | NORTH UNISON | P7A3HF438 | PNCRO | 3.43% | $117,816,876 |
| ALPHA VECTOR | SIGNAL PIONEER | 7Q0OKUYF2 | LZXHU | 6.60% | $17,925,297 |
| VERTEX VECTOR SIGNAL | VERTEX EMBER | 1KSWZYDFR | DWXLD | 4.74% | $6,358,991 |
| CATALYST INSIGHT RIDGE | OAK ELEMENT | C87KWE2BJ | OLQGT | 9.22% | $3,687,263 |
| VECTOR OAK | FOCUS EMBER | 24EWXLZ6T | KJNPU | 3.27% | $44,191,885 |