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| Petros Family Wealth LLC
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| |
|---|---|
| CRD # | 324059 |
| SEC # | 801-126983 |
| CIK # | |
| AUM | $231.4 MM (2024-03-06) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 612-643-9995 |
| Address | 8500 Normandale Lake Blvd Bloomington, MN 55437 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 330 | 75.9 |
| (b) Individuals (high net worth individuals) | 52 | 145.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 2.0 |
| (h) Charitable organizations | 5 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,106 | 231.4 |
| By Discretionary | ||
| Discretionary | 846 | 169.8 |
| Non-Discretionary | 260 | 61.6 |
| Total | 1,106 | 231.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.4 | |
| Total | 1,106 | 231.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Strategic Financial Partners Ltd
✚
|
OR | 0.2 |
|
Richmond Brothers Inc
✚
|
MI | 0.2 |
|
Ballentine Capital Advisors Inc
✚
|
SC | 0.2 |
|
LSB Capital Management Inc
✚
|
IA | 0.2 |
|
Money Management Financial Services LLC
✚
|
NJ | 0.2 |
|
Morton Wealth Advisors
✚
|
MA | 0.2 |
|
Freeman Will & Niemeier Inc
✚
|
IN | 0.2 |
|
Rubicon Wealth Management LLC
✚
|
PA | 0.2 |
|
Mezzasalma Advisors LLC
✚
|
NJ | 0.2 |
|
Sutton Place Investors LLC
✚
|
NY | 0.2 |