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Peterson Rogers Private Wealth, LLC

Peterson Rogers Private Wealth, LLC. CRD 324001

Peterson Rogers Private Wealth, LLC logo

CRD: 324001

Peterson Rogers Private Wealth, LLC

Salt Lake City, UT, 84117
8019929783
petersonrogers.com
$177.1M Total AUM
$171.4M Disc. AUM
-- 3Y CAGR
4 Employees
87 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
MomentumAlpha +more
Established Date
02-27-2023
Office Locations
2

Office Locations

5305 S Highland Drive Suite 100 Salt Lake City UT
-- Salt Lake City UT

About Peterson Rogers Private Wealth, LLC

Peterson Rogers Private Wealth, LLC is an SEC-registered RIA in Salt Lake City serving business owners, entrepreneurs, and other accredited investors. The firm delivers financial planning, estate and insurance planning, and portfolio construction/asset management, with a risk-managed asset allocation approach across ETFs, public equities, and select alternatives. Client portal via Orion; custody with Charles Schwab.

Team overview

-- AVG AGE
$59.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
2 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age

Insights

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Accredited Investors

Momentum

Asset Classes

Crest Beacon harbor Foundation eagle Radial timber Beacon vital Signal Harbor peak

Client Personas

Unison Foundation

Custodian

Ridge element

Investment Themes

Element Momentum glacier

Investment Vehicles

Meridian

Platform

Radial Catalyst

Services

Insight Bridge Summit foundation Glacier Pathway vector

Technology

Ember Wave meridian Frontier

Owner & Executives

M

M Tom Peterson

Financial Advisor, General Partner, Manager

CRD
#1043156
Ownership
50% but less than 75%
(504) 977-3087
peak.alpha@alphacapital.com
in linkedin.com/in/north-focus
B

Benjamin Samuel-Wayne Rogers

Chief Compliance Officer, Manager

CRD
#6786242
Ownership
25% but less than 50%
(544) 465-3740
quantum.crest@foundationcapital.com
in linkedin.com/in/vector-element

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Contacts

K

Kade Archibald

--

CRD
#8054812
(723) 324-8105
optima.delta@frontiercapital.com
in linkedin.com/in/quantum-pathway
K

Kade Archibald

Investment Analyst

CRD
--
(914) 220-1804
capital.glacier@catalystcapital.com
in linkedin.com/in/focus-quantum
P

Prime vertex

Ridge bridge

CRD
#62849
(376) 531-4128
pioneer.crest@pathwaycapital.com
in linkedin.com/in/ember-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-17-2023
08-09-2024
03-21-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $171,352,919 $1,969,574
Non-Discretionary $5,700,000 $2,850,000
Total $177,052,919 $1,989,359

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Separately Managed Accounts

Total SMA Asset: $177,052,919

$177.1M Total SMA
Equity - Exchange:
7.8%
Other:
26.5%
Cash:
13.6%
Corporate - Non-Investment Grade:
25.0%
Private Funds:
21.5%
Corporate - Investment Grade:
5.6%
Asset class Assets Assets %
Equity - Exchange $422,534,972 7.8%
Other $1,435,535,481 26.5%
Cash $736,727,643 13.6%
Corporate - Non-Investment Grade $1,354,278,755 25.0%
Private Funds $1,164,679,730 21.5%
Corporate - Investment Grade $303,358,440 5.6%
Total $5,417,115,021 100.0%

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