Petra Wealth Management

Overview

Petra Wealth Management is a small, independent registered investment adviser operating as an LLC that focuses on financial planning and portfolio management for individuals and families, including small-business owners. The firm runs a fee model that combines a percentage-of-assets arrangement with hourly consulting fees, and it reports a clear preference for listed equities as the core of client portfolios. Petra is not positioned as an ESG-focused or multi-state adviser; its practice appears intentionally compact and locally focused rather than the scaled, multi-jurisdictional RIA. Investment activity centers on public equity exposure delivered through exchange-traded instruments, which the firm uses as the primary allocation vehicle. That equity-first posture is supplemented by third-party alternative managers in selected specialty areas to provide diversification and non-correlated return potential. The adviser describes its client base as individual and family relationships and structures its advisory offering accordingly.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices