PETRARCH WEALTH MANAGEMENT

PETRARCH WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 319001). Regulatory assets under management: $11.9M.

Registration

• CRD: 319001
• Type: Registered investment adviser
• Phone: (612) 888-0414
• Latest filing: 2026-03-31
• Regulatory AUM: $11.9M
• Discretionary AUM: $11.9M
• Clients: 1
• Accounts: 111

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319001 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search