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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- North
- Established Date
- 08-17-2020
- Office Locations
- 1
Office Locations
About Peterson Wealth Services Inc.
Peterson Wealth Services, Inc. is a registered investment adviser in South Ogden, Utah. The firm provides financial planning and portfolio management, including tax, estate, charitable and business-succession planning, for retirees and business owners/entrepreneurs. Its investment approach emphasizes asset allocation and risk management, with portfolios heavily implemented via ETFs and public funds. Common custody platforms include Schwab and Raymond James.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
BILLY CADE PETERSON
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2747152
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CADE S PETERSON
Associate
- CRD
- #7245060
SHAUN ROBERT PETERSON
Financial Advisor
- CRD
- #5972068
Peak oak
Radial alpha
- CRD
- #17527
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $528,544,411 | $288,035 |
| Non-Discretionary | $0 | -- |
| Total | $528,544,411 | $288,035 |
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Separately Managed Accounts
Total SMA Asset: $528,544,411
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $606,952,125 | 33.6% |
| Public Funds | $417,279,586 | 23.1% |
| Equity - OTC | $480,503,766 | 26.6% |
| Cash | $301,669,658 | 16.7% |
| Total | $1,806,405,135 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX VERTEX LEGACY | OAK PRIME | C6SZ183D0 | ZDO | 10.81% | $22,034,637 |
| VERTEX SIGNAL | NORTH INSIGHT | 2JYG7CPBL | NHY | 10.16% | $92,827,261 |
| PEAK ALPHA VERTEX | QUANTUM FOCUS | CROKR9GS5 | LSOOD | 12.48% | $27,833,800 |
| HARBOR DELTA FOCUS | VECTOR VITAL | YV4O5GX6M | KDLF | 10.52% | $96,240,139 |
| OAK PEAK RIDGE | RADIAL PATHWAY | 7T9MJH5XY | AHHR | 10.70% | $70,742,192 |
| VERTEX INSIGHT MATRIX | RADIAL GLACIER | B40CR1XFQ | CVORW | 1.64% | $98,018,147 |
| NORTH PEAK | PRIME MATRIX | COSX76NWT | WVY | 12.26% | $108,533,563 |
| ELEMENT BEACON ELEMENT | FOUNDATION PIONEER | S6W0ADU35 | ADLLB | 5.01% | $59,865,387 |