Assets Under Management
$165.7M
Number of Clients
87
Number of Advisors
3
Average Client AUM
$1.9M
AUM per Advisor
$55.2M
Compensation
Fee-Only (AUM)
Peterson Rogers Private Wealth (PRPW) offers client-centered investment and advisory services, including wealth management, financial planning, capital allocation, and retirement plan design. They tailor solutions to individual client needs, collaborating with existing advisors. PRPW uses a multi-asset class approach and monitors accounts at least quarterly.
5305 S Highland Drive, Suite 100, Salt Lake City, UT, 84117