PETRA WEALTH MANAGEMENT

PETRA WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 332830). Regulatory assets under management: $7.6M.

Registration

• CRD: 332830
• Type: Registered investment adviser
• Phone: 804-223-2298
• Latest filing: 2026-03-27
• Regulatory AUM: $7.6M
• Discretionary AUM: $7.6M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332830 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search