About Peterson Wealth Management, LLC
<p>Founded in 2019, Peterson Wealth Management, LLC is a fee-only registered investment advisor with offices in Sparks and Fallon in northern Nevada (Reno–Sparks metro and the Lahontan Valley). The firm works with clients across Nevada as well as Arizona, California, Louisiana, and Texas.</p> <p>Peterson Wealth Management focuses on investment management, wealth management, and financial planning, with retirement planning as a core part of its work. The firm also supports retirement plan sponsors through 3(21) fiduciary services as part of its work as <a href="/plan-advisors">plan advisors</a>.</p> <p>Clients work with a fiduciary advisor, and the fee-only structure means the firm does not sell proprietary products. A key differentiator is the combination of a fee-only approach with 3(21) plan support for pension and profit-sharing plans alongside individual and family planning.</p> <p>As of 2026, the firm reports $0.2B in assets under management.</p> <ul> <li>Fee-only, fiduciary registered investment advisor</li> <li>Investment and wealth management</li> <li>Financial planning, including retirement planning</li> <li>3(21) fiduciary services for retirement plans</li> <li>Offices in Sparks and Fallon, serving clients across multiple states</li> </ul>
Website: https://www.petersonwm.com/
Founded: 2019
Office Locations
- Sparks, NV (Headquarters)
- Fallon, NV
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $222.3M