Thomas Grant Challis
Investment adviser representative at Peterson Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$829.7MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Peterson Wealth Advisors, LLCFeb 2025 to now
- Amicus Financial AdvisorsSep 2024 to Feb 2025
- Walker Covey Wealth AdvisorsApr 2023 to Sep 2024
- Blue Raven SolarFeb 2023 to Sep 2023
- UnemploymentSep 2022 to Feb 2023
- Church of Jesus ChristSep 2020 to Sep 2022
- Utah Valley UniversityJul 2018 to Sep 2020
- Reno High SchoolAug 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Peterson Wealth Advisors, LLC
$829.7MAssets managed
667Clients
14Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7732404
- Firm CRD
- 146349