PETROS FAMILY WEALTH, LLC

PETROS FAMILY WEALTH, LLC of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 324059). Regulatory assets under management: $341.6M.

Registration

• CRD: 324059
• SEC file number: 801-126983
• Type: Registered investment adviser
• Location: 8500 NORMANDALE LAKE BLVD, SUITE 850, BLOOMINGTON, MN, 55437
• Phone: (612) 643-9995
• Latest filing: 2026-02-27
• Regulatory AUM: $341.6M
• Discretionary AUM: $305.7M
• Non-discretionary AUM: $35.9M
• Clients: 9
• Accounts: 1,736

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324059 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search