Insights

Niche Focus Independent full‑service financial planning with a client‑centric, concierge approach suggests opportunities to offer scalable client engagement solutions, CRM enhancements, and compliance automation tailored to small firms.

Growth Potential Revenue in the low millions and a compact team indicate room for scalable tech adoption, data analytics, and outsourced operations to support client acquisition, retention, and financial planning software integration.

Tech Stack Current tools (Hotjar, iCIMS, Calendly, AWS, Mailchimp, M365, KnowBe4, Piwik PRO) show openness to optimization and security training; potential upsell opportunities for marketing automation, cybersecurity, and client experience platforms.

Asset Exposure Recent stake in Digital Realty Trust and publicly mentioned vaccine development stance imply diversified investment interests and risk signals; qualify product fits in alternative investments, risk profiling, and compliance monitoring services.

Client Engagement 强调个性化、直观的人际互动与口碑推荐， presents an opportunity to propose client communication enhancements, onboarding workflows, and referral program technology tailored to a small advisory firm.

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Peterson Wealth Management Tech Stack

Peterson Wealth Management uses 8 technology products and services including Hotjar, iCIMS, Calendly, and more. Explore Peterson Wealth Management's tech stack below.

Hotjar
Analytics
iCIMS
Applicant Tracking Systems
Calendly
Appointment Scheduling
Amazon Web Services
Cloud Hosting
Mailchimp
Email
Microsoft 365
Email
KnowBe4
Security
Piwik PRO Core
Web Analytics

Media & News

Peterson Wealth Management's Email Address Formats

Peterson Wealth Management uses at least 7 email formats:

Peterson Wealth Management Email Formats	Example	Percentage
FLast@1stallied.com	JDoe@1stallied.com	94%
First.Last@1stallied.com	John.Doe@1stallied.com	3%
LFirst@1stallied.com	DJohn@1stallied.com	1%
First@1stallied.com	John@1stallied.com	2%
FLast@petersonwm.com	JDoe@petersonwm.com	45%
First.Last@petersonwm.com	John.Doe@petersonwm.com	37%
FirstLast@petersonwm.com	JohnDoe@petersonwm.com	18%

Frequently Asked Questions

What is Peterson Wealth Management's phone number?

You can contact Peterson Wealth Management's main corporate office by phone at

+1-775-673-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Peterson Wealth Management's official website and social media links?

Peterson Wealth Management's official website is petersonwm.com and has social profiles on LinkedIn.

How much revenue does Peterson Wealth Management generate?

As of August 2026, Peterson Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Peterson Wealth Management's NAICS code?

Peterson Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Peterson Wealth Management have currently?

As of August 2026, Peterson Wealth Management has approximately 4 employees across 1 continents, including North America. Key team members include Investment Advisor Representative Principal: S. P., Principal: T. B. and Investment Advisor Representative: A. P. Explore Peterson Wealth Management's employee directory with LeadIQ.

What industry does Peterson Wealth Management belong to?

Peterson Wealth Management operates in the Financial Services industry.

What technology does Peterson Wealth Management use?

Peterson Wealth Management's tech stack includes Hotjar, iCIMS, Calendly, Amazon Web Services, Mailchimp, Microsoft 365, KnowBe4 and Piwik PRO Core.

What is Peterson Wealth Management's email format?

Peterson Wealth Management's email format typically follows the pattern of FLast@1stallied.com. Find more Peterson Wealth Management email formats with LeadIQ.

When was Peterson Wealth Management founded?

Peterson Wealth Management was founded in 1988.

Peterson Wealth Management

Q: How many employees does Peterson Wealth Management have currently?

Peterson Wealth Management has approximately 4 employees.

Q: What technology does Peterson Wealth Management use?

Peterson Wealth Management's tech stack includes jQuery, Calendly, Google Search Console, Modernizr, Amazon Web Services.

Q: What is Peterson Wealth Management's NAICS code?

Peterson Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesNevada, United States2-10 Employees

Peterson Wealth Management is an independent, full-service financial advisory firm based in Sparks, Nevada. It provides guidance across investments, insurance, and planning for the future to help clients make informed decisions and develop tailored strategies for their financial goals. The firm emphasizes personalized, unbiased advice and treats each client as an individual with unique circumstances.

Because it operates independently, the firm can consider a broad range of options suited to each client's needs rather than a fixed product lineup. Advisory services are provided through Peterson Wealth Management, LLC, a Registered Investment Adviser, with securities offered through M.S. Howells & Co., a registered broker-dealer, and the two entities are not affiliated.