Petra Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 332830
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals84.02%
- HNWI15.98%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
David Thompson
FOUNDER AND PRESIDENT, CHIEF COMPLIANCE OFFICERCRD 7112392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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