PETREDIS INVESTMENT ADVISORS

RIASEC RegisteredEst. 2022

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$1.1M

Accounts

1,547

Employees

Advisory reps

Firm details

Headquarters: WARRENDALE, Pennsylvania
CRD number: 322371
Registered since: September 8, 2022
Website: www.petredisia.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.61%
Individuals4.41%
Pension & Profit Sharing Plans0.8%
Charitable Organizations0.14%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Petredis Investment Advisors is an independent RIA organized as an LLC that positions itself as a blended wealth manager for individuals, families and select institutional clients. Registered with the SEC in 2022, the firm combines discretionary portfolio management with financial planning and pension consulting services. Its stated investment orientation favors public funds and mutual funds as core building blocks, supplemented by direct exposure to equities through ETFs and select individual stocks. The firm does not present itself as an ESG-driven allocator. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Petredis reports an owner-controlled structure and keeps custody centralized, which supports a client service model that blends personalized planning with multi-vehicle portfolio construction.