# Peterson Wealth Advisors

> Client portal for retirees to manage financial accounts and retirement plans. (iPhone/iPad app by Peterson Wealth Advisors LLC.)

- Source: https://appshunter.io/ios/app/peterson-wealth-advisors/id6550918366 (this page in markdown: same URL + `.md`)
- Developer: [Peterson Wealth Advisors LLC](https://appshunter.io/developer/1757838637)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: American English
- Released: 2024-07-17
- Data updated: 2026-08-26
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/peterson-wealth-advisors/id6550918366/reviews.md

## What is Peterson Wealth Advisors?

The Peterson Wealth Advisors mobile application empowers our retiree clients by providing seamless access to their client portal. With our app, you can view all your financial accounts in one place, stay informed about your portfolio performance, and track the progress of your financial and retirement income plan. 
 
 At Peterson Wealth Advisors, we are dedicated to ensuring our clients retire with confidence through our Perennial Income Model™. This model emphasizes sustainable, long-term income strategies tailored to your unique needs. Our mobile app reflects this commitment, offering tools to help you manage your financial plans effectively. 
 
 Top Features: 
 - Interactive Dashboard: Easily view your portfolio performance and track your financial and retirement income plan. 
 - Document Vault: Securely send and receive files with your financial advisor. 
 - And More! Discover additional features designed to enhance your retirement planning experience. 
 
 If you're an existing client and would like to request access, please contact our team or speak with your financial advisor. 
 
 Stay connected and in control of your financial future with the Peterson Wealth Advisors mobile app.

## Key features

- Client portal access
- Financial account overview
- Portfolio performance tracking
- Retirement income plan monitoring
- Secure document exchange


## Frequently asked questions about Peterson Wealth Advisors

### What is Peterson Wealth Advisors?

Peterson Wealth Advisors is a financial advisory firm that provides retirement planning services. Their mobile app serves as a client portal for existing clients to access their financial information and communicate with their advisors.

### Is Peterson Wealth Advisors free to use?

Yes, the Peterson Wealth Advisors mobile application is free to download and use. It is designed to provide existing clients with convenient access to their financial portal.

### What devices does Peterson Wealth Advisors support?

The Peterson Wealth Advisors app is available for iPhone, iPad, and iPod devices. It is designed to offer a seamless experience across these Apple platforms.

### How secure is the Peterson Wealth Advisors app?

The app features a Document Vault for securely sending and receiving files with your financial advisor. While specific security protocols are not detailed, financial apps typically employ industry-standard encryption to protect user data.

### How often is Peterson Wealth Advisors updated?

The latest version of Peterson Wealth Advisors is 5.14.0, last updated on September 6, 2024. This indicates the app is actively maintained and receives regular updates from the developer.

### What are the main features of Peterson Wealth Advisors?

Key features include an interactive dashboard for viewing portfolio performance and financial plans, a document vault for secure file sharing with advisors, and tools to track retirement income progress.

### What is the age rating for Peterson Wealth Advisors?

Peterson Wealth Advisors has an age rating of 4+, making it suitable for users of all ages. This rating suggests no mature content is present within the application.

### How can I request access to the Peterson Wealth Advisors app?

If you are an existing client and wish to request access to the mobile application, you should contact the Peterson Wealth Advisors team or speak directly with your financial advisor.

## Version history (last 2 releases)

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.13.2 — 2024-07-17

No release notes.

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## Related topics

[pwa wealth](https://appshunter.io/ios/topics/pwa-wealth)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-26.*