PETROS FAMILY WEALTH, LLC

8500 Normandale Lake Blvd
Suite 850
Bloomington, Minnesota 55437
Tel: (612) 643-9995

About PETROS FAMILY WEALTH, LLC

PETROS FAMILY WEALTH, LLC, formally registered with the SEC as PETROS FAMILY WEALTH, LLC. The firm was established in 12/02/2022. They have over 1 offices throughout the country.

PETROS FAMILY WEALTH, LLC is a Bloomington, Minnesota based Financial Planning firm with nearly $274,482,313 assets under management, offering retirement planning & investment advisory services to 1356 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324059
SEC#	801-126983
Assets Managed by Firm	$274,482,313
No. of Clients	1356
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees
Other (MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOLS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1356	$274,482,313
Individuals (other than high net worth individuals)	342	$79,899,316
High net worth individuals	63	$187,397,893
Charitable organizations	4	$3,757,763
Corporations or other businesses	3	$3,427,341

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