This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Peak beaconCrest harbor
- Established Date
- 03-13-2008
- Office Locations
- 1
Office Locations
About Peterson Wealth Advisors, LLC
Peterson Wealth Advisors is a Utah-based RIA focused on retirement income planning for households approaching or already in retirement, often with $1M+ saved. Their all-inclusive “Perennial Income Model” centers on the distribution phase and integrates portfolio construction, tax-aware planning, estate/insurance coordination, charitable giving, and business-transition scenarios. Custody includes Schwab and Fidelity, and the team publishes investor education (book and retiree tax webinars).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT MARTIN PETERSON
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #1611542
- Ownership
- 50% but less than 75%
ALEXANDER PARKINSON CALL
PARTNER, Wealth Advisor
- CRD
- #6309288
- Ownership
- 10% but less than 25%
Momentum summit
Focus wave vital
- CRD
- #59131
- Ownership
- 49.0%
Showing 2 of 6 owners & executives
Unlock allContacts
Thomas Grant Challis
--
- CRD
- #7732404
KRISTEN HUDSPETH
Associate Advisor
- CRD
- #7559901
Vital beacon
Timber frontier momentum
- CRD
- #71773
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $829,682,153 | $417,345 |
| Non-Discretionary | $0 | -- |
| Total | $829,682,153 | $417,345 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $829,682,153
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $589,680,125 | 15.0% |
| Equity - Exchange | $699,753,748 | 17.8% |
| Corporate - Investment Grade | $322,358,468 | 8.2% |
| Equity - OTC | $428,500,891 | 10.9% |
| Municipal Bonds | $1,077,149,028 | 27.4% |
| Other | $813,758,573 | 20.7% |
| Total | $3,931,200,833 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE PIONEER PRIME | VITAL INSIGHT | ZZM9OP4FF | IWO | 10.42% | $55,546,470 |
| EAGLE ELEMENT PEAK | HARBOR FOCUS | 8LJMB29C5 | OFWWP | 9.74% | $25,922,482 |
| ZENITH MATRIX | INSIGHT MATRIX | 9EK375I4G | IXUHZ | 3.69% | $98,028,959 |
| SIGNAL PATHWAY DELTA | VECTOR FOCUS | ZESN6AIRS | HSCF | 5.93% | $85,163,824 |
| FOUNDATION PEAK PRIME | UNISON RIDGE | 649B4DBTX | PKV | 8.24% | $53,143,353 |
| RADIAL RADIAL | PEAK FUSION | G1IUIS3O6 | LKEK | 2.05% | $81,464,727 |
| WAVE ATLAS | DELTA NORTH | HX9UFT1C5 | TCF | 8.28% | $110,843,328 |
| VECTOR FOUNDATION UNISON | LEGACY PATHWAY | DI9M3V15P | LSTO | 5.93% | $112,218,888 |