Peterson Wealth Management

Peterson Wealth Management provides investment and wealth management primarily for individuals and families and also serves small organizations and non‑profits, including 401(k) plan development and employee investment education. The firm reports discretionary management of about $54 million in private accounts and advises roughly $6.5 million in 401(k) assets across its client base of about 95 households.

The firm employs a value‑oriented, fundamental analysis approach that emphasizes free cash flow and private‑market valuation when selecting common stocks, bonds, ETFs and other instruments. Portfolios are typically concentrated and non‑diversified—often no more than about 20 meaningful positions—managed on a discretionary, percentage‑of‑assets basis, and the adviser typically holds at least 10% of portfolios in cash.

A noteworthy disclosure in the brochure is a consent order with the Washington regulator related to service to five Washington clients during July 2021–April 2024; the firm reports a $16,500 fine and disgorgement payments totaling $179,935.35 and states the consent order obligations have been satisfied. The firm is a solo practitioner that self‑supervises, aligns personal and family holdings with client positions by allocating trades alongside clients, and tends to engage and vote actively in smaller and micro‑cap companies while generally avoiding voting in very large issuers.