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Manager/member · Peterson Rogers Private Wealth, LLC

M Tom Peterson

CRD 1043156 · Named on Form ADV at one SEC-registered adviser

At a glance

Peterson Rogers Private Wealth, LLC, an SEC-registered wealth manager based in Salt Lake City, UT with $177 million in regulatory assets, lists M Tom Peterson on its Form ADV as Manager/member, a control person.

Firms and roles

AtlasMembers

M’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For M’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.