Petros Family Wealth, LLC
Firm details
- Headquarters
- Bloomington, Minnesota
- CRD number
- 324059
- Registered since
- December 2, 2022
- Website
- www.petrosfw.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI66.24%
- Individuals32.13%
- Charitable Organizations1.35%
- Corporations / Businesses0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Petros Family Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm operates as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside advisers. Its fee arrangements include percentage-of-AUM, fixed fees, and other fee structures. Petros does not describe itself as an active ESG investor and is not presented as a multi-state or pension consultant adviser. The firm also lists an accounting industry affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Cash & Cash Equivalents19%
- Other18%
- Public Funds/Mutual Funds16%
- Investment Grade Corp Bonds4%
Contacts
3 of 8
Bridget Wiltse
Financial AdvisorCRD 1222893
Thomas Jenkins
Senior Wealth AdvisorCRD 7128340
Deanna Rens
Director of Client OperationsCRD 5439973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$76.8M in ETFs
79%
$60.3M
17%
$16.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $9.5M | 12,662 | 12.31% |
Location
Bloomington, MN
Hennepin
Location
Bloomington, MN
Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 8500 Normandale Lake Blvd
- Time zone
- CT (UTC-6)
- Office locations
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