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 identifies itself as a capital allocator serving individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and selection of other advisers. Fee arrangements combine a percentage of assets under management with fixed fees and other fee structures. Petros does not flag itself as an active ESG investor and does not list pension consulting services; it also notes an industry affiliation with accountants.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 8BRIDGET 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 42Active vs passive
$65.2M in ETFs
80%
$51.9M
17%
$13.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8.1M | 12,411 | 12.38% |
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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