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Jeffrey Alan Sevy

Peterson Wealth Advisors, LLC

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About Jeffrey Alan Sevy

Jeffrey Sevy is an Investment Advisor Representative with Peterson Wealth Advisors, LLC. Jeffrey is registered with the state of Utah. Jeffrey's firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. The firm's office is located in Orem, Utah.

Firm Information

Jeffrey Sevy is currently registered with Peterson Wealth Advisors, LLC. Peterson Wealth Advisors, LLC is an investment advisor located in OREM, UT. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. As of the most recent reporting period, the firm managed approximately $567,431,332 in assets for 1,588 clients. The firm has 10 investment advisor representatives and 1 licensed agent.
Peterson Wealth Advisors, LLC

360 WEST 920 NORTH

OREM, UT 84057

$567.43M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Sevy’s Registration & Firm History

UT

10/29/2024 - Present

Peterson Wealth Advisors, LLC (OREM UT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Alan Sevy.
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