Peterson Wealth Services

Finance · Utah, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1523 E Skyline Dr Ste C, Ogden, Utah, 84...

Phone Number

(801) 475-4002

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Peterson Wealth Services

Peterson Wealth Services is a registered investment advisor based in South Ogden, Utah, specializing in financial advisory services including investment strategies, retirement planning, and estate planning. The firm caters to high net-worth families, independent women, retirees, and business owners, addressing their unique financial challenges and goals. They offer personalized financial advice, wealth building strategies, and resources to help clients navigate their financial futures. Peterson Wealth Services is committed to providing tailored solutions to enhance clients' financial well-being and investment outcomes.Explore more
Peterson Wealth Services's Social MediaPopular SearchesPeterson Wealth Services IncPeterson Wealth ServicesPeterson Financial & Insurance ServiceH V Peterson Investment CoPeterson WealthSIC Code 62,628NAICS Code 52,523Show more

Peterson Wealth Services Org Chart

PhoneEmail
SP
United States flag for contact location.

Senior VP, Wealth Management

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
EH
United States flag for contact location.

Relationship Manager

PhoneEmail
JW
United States flag for contact location.

Financial Representative

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Peterson Wealth Services your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Peterson Wealth Services

Compare insights from companies similar to Peterson Wealth Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peterson Wealth Services

<$5M
1-10
Private
-
1995
SP
Shaun PetersonSenior VP, Wealth Management
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
1962
LS
Lori SpildeClient Service Manager
<$5M
1-10
Private
-
2014
HW
Holly WhireClient Service Associate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1962
RD
Robin DrummondClient, Trinitas Wealth Management Relationship Manager
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Peterson Wealth Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Peterson Wealth Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Peterson Wealth Services.

Peterson Wealth Services Tech Stack

A closer look at the technologies used by Peterson Wealth Services

Top Finance Companies

Frequently Asked Questions Regarding Peterson Wealth Services

What is Peterson Wealth Services's official website?
Peterson Wealth Services's official website is www.petersonws.com
What is Peterson Wealth Services's Revenue?
Peterson Wealth Services's revenue is <$5 Million
What is Peterson Wealth Services's SIC code?
Peterson Wealth Services's SIC: 62,628
What is Peterson Wealth Services's NAICS code?
Peterson Wealth Services's NAICS: 52,523
How many employees does Peterson Wealth Services have?
Peterson Wealth Services has 1-10 employees
What industry does Peterson Wealth Services belong to?
Peterson Wealth Services is in the industry of: Finance, Securities Trading
What is Peterson Wealth Services competition?
Peterson Wealth Services top competitors include: Reynolds Wealth Management, Ascential Wealth, Goodrich and Associates, Dogwood Wealth Advisors
What technology does Peterson Wealth Services use?
Some of the popular technologies that Peterson Wealth Services uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Universal Analytics
How do I contact Peterson Wealth Services?
Peterson Wealth Services contact info: Phone number: (801) 475-4002 Website: www.petersonws.com
What does Peterson Wealth Services do?

Peterson Wealth Services is a registered investment advisor based in South Ogden, Utah, specializing in financial advisory services including investment strategies, retirement planning, and estate planning. The firm caters to high net-worth families, independent women, retirees, and business owners, addressing their unique financial challenges and... goals. They offer personalized financial advice, wealth building strategies, and resources to help clients navigate their financial futures. Peterson Wealth Services is committed to providing tailored solutions to enhance clients' financial well-being and investment outcomes.Read More

What are Peterson Wealth Services social media links?
Peterson Wealth Services Linkedin page Peterson Wealth Services Twitter page Peterson Wealth Services Facebook page
Is Peterson Wealth Services a public company?
Peterson Wealth Services is private company therefore does not currently have an official ticker symbol
See more information about Peterson Wealth Services

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.