PETERSON WEALTH ADVISORS, LLC
C40
CRD 146349·SEC 801-68917·OREM, UT
AUM
$829.7M
$500M-$1B
Est. Revenue
$8.3M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$19.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $200.1M
'21 · $272.7M
'22 · $505.5M
'23 · $505.5M
'25 · $688.7M
'26 · $829.7M
'20'26
$200.1M → $829.7M▲ +315%
Client mix
| Individuals Other | 429 |
| Individuals High Net Worth | 224 |
| Corporations | 7 |
| Pension Profit Sharing Plans | 5 |
| Charitable Organizations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 6 advisors
'22 · 8 advisors
'23 · 9 advisors
'25 · 12 advisors
'26 · 13 advisors
'20'26
4 advisors → 13 advisors▲ +225%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Recent Filings
13F-HR2026-04-09 · 0002085853-26-000306
13F-HR2026-01-09 · 0002085853-26-000021