Peterson Wealth Management
Finance · Nevada, United States · 1-10 Employees
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Overview
Headquarters
2255 Green Vista Dr Ste 403, Sparks, Nev...Phone Number
(775) 673-1100Website
www.petersonwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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ZI Rank
1
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1
1
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1
About Peterson Wealth Management
Peterson Wealth Management is an independent, fee-only fiduciary investment firm located in Sparks and Fallon, NV, specializing in financial planning, investment management, and retirement planning. With over 30 years of experience, they prioritize transparency and unbiased advice, tailoring strategies to meet their clients' individual financial goals. They serve individuals and families locally and across the country, committed to easing financial anxieties through personalized solutions. Their approach focuses on understanding client concerns, exploring financial possibilities, and implementing effective strategies.Explore more
Peterson Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Peterson Wealth Managemen...
<$5M
1-10
Private
-
1988
CP
Cindy PetersonBranch Office Assistant and Manager
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Peterson Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Peterson Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Peterson Wealth Management.
Peterson Wealth Management Tech Stack
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Peterson Wealth Management is an independent, fee-only fiduciary investment firm located in Sparks and Fallon, NV, specializing in financial planning, investment management, and retirement planning. With over 30 years of experience, they prioritize transparency and unbiased advice, tailoring strategies to meet their clients' individual financial go... Read More
