|
⚲
|
| Petros Family Wealth LLC
✚
|
|
|---|---|
| CRD # | 324059 |
| SEC # | 801-126983 |
| CIK # | 0002004963 |
| AUM | $341.6 M (2026-02-27) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 612-643-9995 |
| Address | 8500 Normandale Lake Blvd Bloomington, MN 55437 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002004963 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| Microsoft Corp | 3.6 | ||
| Nvidia Corp | 3.5 | ||
| KLA Tencor Corp | 3.3 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Amgen Inc | 2.0 | ||
| Alphabet Inc | 2.0 | ||
| Harris Corp /DE/ | 1.9 | ||
| Costco Wholesale Corp /NEW | 1.8 | ||
| UnitedHealth Group Inc | 1.8 | ||
| Cisco Systems Inc | 1.8 | ||
| Amazon Com Inc | 1.7 | ||
| Alphabet Inc | 1.6 | ||
| Phillips 66 | 1.6 | ||
| Analog Devices Inc | 1.5 | ||
| BlackRock Inc | 1.5 | ||
| Bank of America Corp /DE/ | 1.5 | ||
| United Technologies Corp /DE/ | 1.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 444 | 109.8 |
| (b) Individuals (high net worth individuals) | 83 | 226.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 4 | 4.6 |
| (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 | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,736 | 341.6 |
| By Discretionary | ||
| Discretionary | 1,583 | 305.7 |
| Non-Discretionary | 153 | 35.9 |
| Total | 1,736 | 341.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.6 | |
| Total | 1,736 | 341.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002004963] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Athena Investment Management
✚
|
0.3 | |
|
Legacy Beyond Wealth LLC
✚
|
0.3 | |
|
M3 Advisory Group LLC
✚
|
MA | 0.3 |
|
Eaglebrook Advisors Inc
✚
|
NY | 0.3 |
|
Steelhead Wealth Management LLC
✚
|
VA | 0.3 |
|
Second 50 Financial LLC
✚
|
CA | 0.3 |
|
Ergawealth Advisors Inc
✚
|
IL | 0.3 |
|
Blue Investment Management LLC
✚
|
FL | 0.3 |
|
Thomas Wright Asset Management Inc
✚
|
PR | 0.3 |
|
Eukles Asset Management LLC
✚
|
OH | 0.3 |