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PETROS FAMILY WEALTH, LLC

CRD 324059 · SEC 801-126983

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8500 NORMANDALE LAKE BLVD, SUITE 850, BLOOMINGTON, MN, 55437, United States

Phone

(612) 643-9995

Fax

(612) 643-9996

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$341.6M

Discretionary AUM

$305.7M

Team

9 total employees; 8 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees; MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOLS

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals444$109.8M
High net worth individuals83$226.3M
Charitable organizations4$4.6M
Corporations/business entities2$956K

States served

AZ, CA, CO, GA, IL, IN, IA, MN, NE, NM, VA, WI, TX, FL, SD

All web addresses on file

Official SEC filing: View on IAPD