Investment adviser · CRD 110952
PETERSEN HASTINGS WEALTH ADVISORS, INC.
Investment adviser filing (IA)
KENNEWICK, WA, United States · Form ADV filed Apr 27, 2026
- Regulatory AUM
- $1.58B Form ADV · Item 5.F
- Client accounts
- 3,444 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 374 | $857,754,505 | 54.4% |
| Retirement plans | 64 | $334,867,210 | 21.2% |
| Individuals | 858 | $320,323,069 | 20.3% |
| Corporations & businesses | 5 | $39,524,022 | 2.5% |
| Charities | 8 | $21,108,838 | 1.3% |
| Insurance companies | Fewer than 5 | $3,256,812 | 0.2% |
Filing source
Form ADV 2099156 · Apr 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8203 W QUINAULT, SUITE 101KENNEWICK, WA, 99336, United States
CRD 110952
Filing source
Form ADV 2099156 · Apr 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.