Insights

Personalized Financial Services Peterson Wealth Management specializes in providing personalized and unbiased financial planning services to a diverse client base, creating opportunities to offer tailored technological solutions that enhance client engagement and service delivery.

Niche Market Focus With a small team of 2-10 employees serving clients across all ages, there's potential to introduce scalable digital tools, CRM systems, or marketing platforms designed for small advisory firms to improve operational efficiency and expand their reach.

Investment in Innovation Their recent involvement in acquiring assets like a stake in Digital Realty Trust and developing a COVID-19 vaccine indicates openness to innovative strategies, presenting opportunities to offer advanced data analytics, fintech integrations, or investment management technology.

Technology Stack Utilization Utilizing modern cloud-based services and digital marketing tools, Peterson Wealth Management may benefit from advanced cybersecurity solutions, compliance platforms, and client data management systems to support growth and security.

Growth Through Referrals Their emphasis on client trust and word-of-mouth referrals suggests a potential avenue for sales solutions focused on client experience enhancement, such as client portal platforms, satisfaction surveys, and automated communication tools to foster loyalty and attract new clients.

Peterson Wealth Management Tech Stack

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

  • Amazon Web Services
    Cloud Hosting
  • cdnjs
    Content Delivery Network
  • Open Graph
    Content Management System
  • Microsoft 365
    Email
  • Mailchimp
    Email
  • Underscore.js
    Javascript Libraries
  • HSTS
    Security
  • Google Tag Manager
    Tag Management

Peterson Wealth Management's Email Address Formats

Peterson Wealth Management uses at least 2 format(s):
Peterson Wealth Management Email FormatsExamplePercentage
FLast@1stallied.comJDoe@1stallied.com
92%
First.Last@1stallied.comJohn.Doe@1stallied.com
3%
LFirst@1stallied.comDJohn@1stallied.com
2%
First@1stallied.comJohn@1stallied.com
1%
Last@1stallied.comDoe@1stallied.com
2%
FLast@petersonwm.comJDoe@petersonwm.com
31%
First.Last@petersonwm.comJohn.Doe@petersonwm.com
25%
FirstLast@petersonwm.comJohnDoe@petersonwm.com
13%
FLast@petersonwm.comJDoe@petersonwm.com
31%

Frequently Asked Questions

Where is Peterson Wealth Management's headquarters located?

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Peterson Wealth Management's main headquarters is located at 2215 Green Vista Drive Suite 303 Sparks, Nevada 89431 United States. The company has employees across 1 continents, including North America.

What is Peterson Wealth Management's phone number?

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

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

What is Peterson Wealth Management's NAICS code?

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

How many employees does Peterson Wealth Management have currently?

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As of April 2026, Peterson Wealth Management has approximately 4 employees across 1 continents, including North America. Key team members include Ceo: B. P.Chief Executive Officer: B. P.Owner: M. P.. Explore Peterson Wealth Management's employee directory with LeadIQ.

What industry does Peterson Wealth Management belong to?

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Peterson Wealth Management operates in the Financial Services industry.

What technology does Peterson Wealth Management use?

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Peterson Wealth Management's tech stack includes Amazon Web ServicescdnjsOpen GraphMicrosoft 365MailchimpUnderscore.jsHSTSGoogle Tag Manager.

What is Peterson Wealth Management's email format?

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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?

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Peterson Wealth Management was founded in 1988.

Peterson Wealth Management

Financial ServicesNevada, United States2-10 Employees

Peterson Wealth Management is an independent full service firm which offers professional assistance to our clients in all areas of financial planning -- investments, insurance and planning for the future. Our goal is to provide personalized, unbiased advice so that our clients, who are ages 1 to 101, and who come from all walks of life, can make informed decisions and create innovative solutions in pursuing their financial goals. Because we are an independent firm, we are able to think outside the box; we know that each client, and his or her situation, is different. We treat our clients as we would a close friend or relative. At our firm, clients hear a human voice on the phone, not a recording, because of the respect we have for them. We value and appreciate our clients and are proud when they show their confidence by referring others to us. Our motto is: Treat people the way you would want to be treated, with care, honesty and respect, and they will return the favor.

To learn more, please visit http://www.petersonwm.com/

-- 
Advisory Services offered through Peterson Wealth Management, LLC, a Registered Investment Adviser. Securities offered through M.S. Howells & Co., a registered broker/dealer. Member FINRA & SIPC. M.S. Howells & Co. and Peterson Wealth Management LLC are NOT affiliated.

All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. To ‘Like’, ‘Share’ or ‘Follow’ name of entity’s/individual’s page or any of the posts on this page should in no way be construed as a testimonial or an endorsement of the entity name/individual name. Third-party posts found on this profile do not reflect the views of M.S. Howells & Co. nor has it reviewed such content for accuracy or completeness.

Section iconCompany Overview

Headquarters
2215 Green Vista Drive Suite 303 Sparks, Nevada 89431 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Peterson Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Peterson Wealth Management's revenue is estimated to be in the range of $1M$10M

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