Peterson Wealth Advisors

  • Financial Services
  • Orem UT
  • 22 employees
  • Financial Services
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Company Overview

Headquarters
360 W 920 N, Orem UT
Website
petersonwealth.com
Phone
(931) 337-****
Employees
22
Industry
Financial Services
NAICS Code
52, 5239, 523, 52393
SIC Code
62, 628
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Financials & Stats

Revenue

$3B

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Who is Peterson Wealth Advisors

Peterson Wealth Advisors is a registered investment adviser based in Orem, Utah. The firm employs 22 individuals and generates approximately $3 million in annual revenue. Peterson Wealth Advisors focuses on helping individuals plan for and navigate retirement. They provide sound financial advice and expertise to clients and their families across various stages of retirement. As retirement scholars, Peterson Wealth Advisors strive to implement proven investment methods while continuously exploring innovative approaches to maximize retirement income. The firm emphasizes building trusted, long-term relationships with clients. They are dedicated to providing educational content and resources to assist individuals in making informed financial decisions. For further information about Peterson Wealth Advisors and their services, please visit their website at petersonwealth.com.

Peterson Wealth Advisors Industry Tags

Financial Planning
Retirement Investments
Tax Planning for Retirees
Financial Services
Financial Advisory Services
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Peterson Wealth Advisors Tech Stack

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FAQ

What is the location of Peterson Wealth Advisors's headquarters?
The headquarters of Peterson Wealth Advisors are situated at 360 W 920 N, Orem UT
What is Peterson Wealth Advisors's phone number?
Peterson Wealth Advisors's contact number is (931) 337-****.
What is Peterson Wealth Advisors's official website?
The official website of Peterson Wealth Advisors can be found at petersonwealth.com.
What is Peterson Wealth Advisors's current revenue?
As of December 2015, Peterson Wealth Advisors's annual revenue reached $3B.
How many employees does Peterson Wealth Advisors currently have?
Peterson Wealth Advisors employs approximately 22+ people as of December 2015
Which industries is Peterson Wealth Advisors primarily operating in?
Peterson Wealth Advisors operates in the following industries: Finance, Credit
What are Peterson Wealth Advisors's industry tags?
Peterson Wealth Advisors's industry tags include: Financial Planning, Retirement Investments, Tax Planning for Retirees

Employee Directory

Key Employees

Carson Johnson

Lead Financial Advisor

Phone Email

Tyler Minson

Director Of Operations

Phone Email

Karen Benner

Operations

Phone Email

Everett Hatch

Marketing Specialist

Phone Email