Insights

Independent Advisory Potential upsell to enhanced compliance and cybersecurity solutions given their independent advisory model and exposure to regulatory requirements through RIA and broker-dealer relationships.

Wealth Tech Enablement Leverage their use of modern tech stack (AWS, iCIMS, Cloudflare, Microsoft 365) to offer integrated fintech and data analytics tools for client experience, onboarding efficiency, and portfolio reporting.

Growth Opportunities Small firm with revenue in the lower mid-range and a lean team; scalable services in client onboarding automation, CRM integration, and outsourced admin to support growth without proportional headcount.

Asset & Risk Services Recent asset investment activity (Digital Realty Trust stake) suggests appetite for diversified holdings; propose expanded due diligence platforms, risk analytics, and alternative asset research services.

Security & Training KnowBe4 and Cloudflare Bot Management usage indicate focus on security; present tailored cybersecurity training, phishing prevention, and bot protection modernization packages for client and staff.

Similar companies to Peterson Wealth Management

Peterson Wealth Management Tech Stack

Peterson Wealth Management uses 8 technology products and services including iCIMS, Amazon Web Services, cdnjs, and more. Explore Peterson Wealth Management's tech stack below.

iCIMS
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
cdnjs
Content Delivery Network
Cloudflare
Content Management System
Microsoft 365
Email
Modernizr
Javascript Libraries
KnowBe4
Security
Cloudflare Bot Management
Security

Media & News

Peterson Wealth Management's Email Address Formats

Peterson Wealth Management uses at least 2 format(s):

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 July 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 July 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.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 iCIMSAmazon Web ServicescdnjsCloudflareMicrosoft 365ModernizrKnowBe4Cloudflare Bot Management.

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 Amazon Web Services, Piwik PRO Core, Font Awesome, Google Search Console, X-XSS-Protection.

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.