Overview
Assets Under Management: $274 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Frequently Asked Questions
PETROS FAMILY WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324059), PETROS FAMILY WEALTH, LLC is subject to fiduciary duty under federal law.
PETROS FAMILY WEALTH, LLC is headquartered in BLOOMINGTON, MN.
PETROS FAMILY WEALTH, LLC serves 63 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, PETROS FAMILY WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PETROS FAMILY WEALTH, LLC manages $274 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, PETROS FAMILY WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.27
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,356
Discretionary Accounts: 1,261
Non-Discretionary Accounts: 95
Regulatory Filings
CRD Number: 324059
Last Filing Date: 2025-02-24 00:00:00
Website: https://petrosfw.com