9AT: PETERSEN HASTINGS WEALTH ADVISORS, INC.

Adviser Profile

As of Date	04/27/2026
Registration	SEC, Approved, 09/26/1983
ADV Location	KENNEWICK, WA, United States
Contact Info	509 xxxxxxx
Websites

AUM^*	1,576,834,456 40%
of that, discretionary	1,576,834,456 40%
Number of Employees	19
of those in investment advisory functions	16 7%
Private Fund GAV^*	0
Avg Account Size	457,850 10%
% High Net Worth	28.48% 25%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser MUSSETT WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM110.4m	#Funds-
Adviser REAGAN COMPANIES ASSET MANAGEMENT, INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser FORTRESS PRIVATE LEDGER, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM584.0m	#Funds-
Adviser 191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM150.1m	#Funds-
Adviser PROSPERITY ROAD, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM172.3m	#Funds-
Adviser INVESTOR'S ADVANTAGE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM98.7m	#Funds-
Adviser PRATO CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM224.6m	#Funds-
Adviser DT INVESTMENT PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.9b	#Funds-
Adviser HIGH PLAINS INVESTMENT ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM191.2m	#Funds-
Adviser CCM INVESTMENT ADVISERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-

Brochure Summary

Overview

Firm Description Petersen Hastings Investment Management, Inc. (“Petersen Hastings,” “we,” “us,” “our”) was incorporated in 1962. We began managing investments for Qualified Retirement Plans in 1976 and registered with the SEC as an investment adviser in 1983. Principal Owners Petersen Hastings does not have any “principal owners” as that term is defined for the purposes of this Brochure, which would be an individual or entity owning 25% or more of the company. However, Petersen Hastings employs all of its owners, who are as follows: Scott A. Sarber, Blaine A. Carr, Matthew J. Petersen, Matthew L. Neff, Josh J. Chittenden, Diane E. Gaines, Donna J. Yakawich, and Cory Briggs. Types of Advisory Services Petersen Hastings provides investment management services on a fee-only discretionary basis to individuals, pension and profit sharing plans, trusts, charitable organizations, and other institutions. In addition to investment management, we offer investment

consultation, financial planning, retirement plan consulting services, and trust administration services. We develop personalized investment portfolio recommendations by taking into account your personal circumstances, long-term goals, assets, financial objectives, time horizon, and risk tolerance. When we select investments for your portfolio, safety of principal and an adequate return are important considerations, in addition to transaction fees, expense ratios, management style, and investment philosophy of the investment. Clients may impose reasonable restrictions on the management of their accounts. For early investors or clients who do not have at least $50,000 in assets designated for management, we offer “Managed Accounts Without Financial Planning” for customized investment management services through a digital platform. Assets Under Management As of December 31, 2022, Petersen Hastings had $927,086,401 in client assets under management on a discretionary basis.

PETERSEN HASTINGS WEALTH ADVISORS, INC.

PETERSEN HASTINGS WEALTH ADVISORS, INC.

GROWWEALTH DIGITAL STRATEGIES

PETERSEN HASTINGS INVESTMENT MANAGEMENT INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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PETERSEN HASTINGS WEALTH ADVISORS, INC. PETERSEN HASTINGS WEALTH ADVISORS, INC. GROWWEALTH DIGITAL STRATEGIES PETERSEN HASTINGS INVESTMENT MANAGEMENT INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PETERSEN HASTINGS WEALTH ADVISORS, INC.

PETERSEN HASTINGS WEALTH ADVISORS, INC.

GROWWEALTH DIGITAL STRATEGIES

PETERSEN HASTINGS INVESTMENT MANAGEMENT INC