Advisor at Peterson Rogers Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Peterson Rogers Private Wealth, LLC
Location
Salt Lake City, UT 84117
Credentials
Series 65
Industry experience
1 year
Kade Archibald is a financial advisor at Peterson Rogers Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Maddix Capital and Mercato Partners. Prior to his financial career, he spent six years with the Cache County School District. Peterson Rogers Private Wealth offers tailored wealth management and advisory services to family offices, high-net-worth individuals, business owners, and institutional retirement plans. The firm employs a multi-asset, multi-disciplinary approach focusing on long-term asset allocation and custom portfolios that include public and alternative investments.
Based on Peterson Rogers Private Wealth, LLC
Based on Peterson Rogers Private Wealth, LLC
0.5% to 1.25% annually (negotiable, client-by-client basis)
Fee-only: Annual fee of 0.5% to 1.25% of assets under management, payable monthly in arrears, negotiable per client.
5305 S Highland Drive, Suite 100
Salt Lake City, UT 84117
Texas · Utah
Peterson Rogers Wealth, LLC
2024 - Present (2 years)
Maddix Capital
2023 - 2023 (1 year)
Mercato Partners
2023 - 2023 (1 year)
Student
2019 - 2023 (4 years)
Cache County School District
2013 - 2019 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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