Fee-only adviser · Salt Lake City, UT
Peterson Rogers Private Wealth, LLC
Peterson Rogers Private Wealth, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Salt Lake City, Utah. On its latest Form ADV, filed March 30, 2026, it reports $177M in regulatory assets under management, 81 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 324001 · SEC file 801-127132 |
| Office | 5305 S Highland Drive Suite 100 Salt Lake City, UT 84117 |
| Phone | (801) 992-9783 |
| Website | petersonrogers.com |
| Regulatory assets under management | $177M ($171M discretionary) |
| Individual clients | 0 non-high-net-worth, 81 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Salt Lake City
- Truenorth Wealth $1.3B
- Dentist Advisors $504M
- Albion Financial Group $2.0B
- Three Seasons Wealth $1.2B
- Tingey Advisors Inc $478M
- Burrus $241M
See all 33 fee-only advisers in Salt Lake City →
Nearby
- Holladay 3 firms
- Millcreek 1 firm
- Cottonwood Heights 5 firms
- Midvale 1 firm
- West Valley 1 firm
- Sandy 7 firms
- West Jordan 1 firm
- South Jordan 5 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Peterson Rogers Private Wealth, LLC? Update this listing.