$251.1M Total AUM
$250.2M Disc. AUM
17.5% 3Y CAGR
7 Employees
1,144 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 12-01-2016
- Office Locations
- 1
Office Locations
2255 Green Vista Drive Suite 403 Sparks NV
About Peterson Wealth Management, LLC
Peterson Wealth Management is an independent, fee-only fiduciary family firm based in Sparks/Fallon, NV serving clients nationwide. They provide personalized financial planning and investment management focused on simplifying finances and aligning strategies to client goals, with no proprietary products. Portfolios commonly use ETFs and fixed income; custody includes Charles Schwab.
Team overview
36 AVG AGE
$83.7M AVG AUM / ADVISOR
$219.5K AVG AUM / CLIENT
7.6 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Matrix oak Momentum Meridian north Foundation matrix Peak Ember
Client Personas
Frontier
Investment Themes
Insight beacon Quantum capital Alpha Beacon glacier
Investment Vehicles
Delta legacy Signal
Services
Harbor Vertex Beacon focus Summit Meridian catalyst Timber zenith Wave optima Oak summit Signal Vector
Technology
Oak summit
Owner & Executives
D
DONALD SCOTT PETERSON
--
- CRD
- #1772237
- Ownership
- 50% but less than 75%
(657) 962-2133
harbor.ridge@signalcapital.com
in linkedin.com/in/prime-harbor
JESS DAVID PETERSON
Chief Compliance Officer
- CRD
- #5188024
- Ownership
- 25% but less than 50%
(528) 623-5014
atlas.glacier@eaglecapital.com
in linkedin.com/in/bridge-foundation
E
Ember signal
Pathway vertex
- CRD
- #24448
- Ownership
- 14.6%
(433) 486-3058
pioneer.ridge@oakcapital.com
in linkedin.com/in/catalyst-oak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,200,385 | $223,593 |
| Non-Discretionary | $906,136 | $34,851 |
| Total | $251,106,521 | $219,307 |
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Separately Managed Accounts
Total SMA Asset: $251,106,521
Equity - Exchange:
14.7% Public Funds:
20.1% Corporate - Investment Grade:
11.2% Municipal Bonds:
15.0% Sovereign Bonds:
18.2% U.S. Government/Agency:
20.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,214,137,633 | 14.7% |
| Public Funds | $1,660,147,375 | 20.1% |
| Corporate - Investment Grade | $925,057,244 | 11.2% |
| Municipal Bonds | $1,238,915,952 | 15.0% |
| Sovereign Bonds | $1,503,218,021 | 18.2% |
| U.S. Government/Agency | $1,717,963,453 | 20.8% |
| Total | $8,259,439,678 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL SUMMIT ALPHA | FRONTIER MOMENTUM | UNBRK7JNH | KTZ | 12.48% | $17,131,788 |
| BRIDGE MERIDIAN ALPHA | EMBER OPTIMA | RAI8SMOEO | SHUHK | 3.55% | $38,966,042 |
| OPTIMA PATHWAY ELEMENT | PEAK FOCUS | GXT8CGJSV | LCJZQ | 7.86% | $56,556,986 |
| HORIZON CREST NORTH | LEGACY ELEMENT | 7WGFA8G44 | QMSXQ | 7.15% | $119,359,977 |
| HORIZON CREST FOCUS | FOCUS CATALYST | XP2JOX9PU | RTMWL | 7.13% | $19,979,087 |
| CATALYST UNISON ELEMENT | MERIDIAN PIONEER | M9ANBIGNC | LKQS | 8.49% | $56,429,680 |
| DELTA BEACON VITAL | MATRIX ELEMENT | 1S8PB3GZC | AOKI | 9.19% | $73,147,307 |
| ALPHA RIDGE BEACON | LEGACY EMBER | AGBIX8KSB | YRTD | 9.94% | $37,957,977 |