# Petersen Hastings Investment Management INC
Source: https://planprovider.pro/provider/petersen-hastings-investment-management-inc

> Founded in 1962, Petersen Hastings Investment Management Inc. now operates as Petersen Hastings Wealth Advisors, Inc., with offices in Kennewick and Walla Wa…

Retirement Plan Advisor

Kennewick, WA

## About Petersen Hastings Investment Management INC

<p>Founded in 1962, Petersen Hastings Investment Management Inc. now operates as Petersen Hastings Wealth Advisors, Inc., with offices in Kennewick and Walla Walla. From the Tri-Cities area, the firm works with individuals, businesses, and non-profits across Eastern Washington and the broader Pacific Northwest.</p>

<p>As a fiduciary advisor, Petersen Hastings provides retirement plan support in both <a href="/plan-advisors">plan advisor</a> roles: 3(21) co-fiduciary guidance and 3(38) discretionary investment management. The team also handles investment strategy work and planning around retirement, estate considerations, and risk management.</p>

<p>A key differentiator is its psychologist-designed discovery process, built to clarify goals and decision preferences before recommendations are made. The firm also follows a team-driven approach, so clients have access to more than one professional on planning and investment decisions.</p>

<p>Petersen Hastings reports $1.4B in assets under management (2026). The firm has also been recognized by CNBC as one of the top advisory firms in the country.</p>

<ul>
<li>3(21) fiduciary advisor services</li>
<li>3(38) discretionary investment management</li>
<li>Retirement planning for individuals and plan sponsors</li>
<li>Estate planning coordination and risk management planning</li>
<li>Investment strategy and ongoing portfolio oversight</li>
</ul>

Website: [https://petersenhastings.com/](https://petersenhastings.com/)

Founded: 1962

## Office Locations

- Kennewick, WA (Headquarters)

- Walla Walla, WA

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1.4B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| EUCON CORPORATION RETIREMENT BENEFIT PROGRAM|EUCON CORPORATION, ID|$57M|372|

| ASTRIA HEALTH 401(K) PLAN|ASTRIA HEALTH, WA|$56M|761|

| HAPO COMMUNITY CREDIT UNION EMPLOYEE INVESTMENT PLAN|HAPO COMMUNITY CREDIT UNION, WA|$30M|514|

| WESTECH INTERNATIONAL 401(K) PROFIT SHARING PLAN|WESTECH INTERNATIONAL, INC., IN|$5M|232|

| GRAVIS LAW, PLLC 401(K) PLAN|GRAVIS LAW, PLLC, WA|$4M|184|

| COLUMBIA BASIN NON-PROFIT ASSOCIATION 401(K) PLAN|COLUMBIA BASIN NON-PROFIT ASSOCIATION, WA|$1M|30|

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