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Petros Family Wealth, LLC

Headquartered in BLOOMINGTON, MN

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Firm Information

Petros Family Wealth, LLC is a registered investment advisor headquartered in Bloomington, MN. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have approximately $231.4 million in regulatory assets under management and serve a variety of client types, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.

Petros Family Wealth, LLC

8500 NORMANDALE LAKE BLVD

BLOOMINGTON, MN 55437

$231.42M

Assets Under Management

4

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Monthly subscription to financial planning tools

Branch Locations (1)

PETROS FAMILY WEALTH, LLC has a total of 1 branch locations across the country.
location

BLOOMINGTON, MN

Advisors at Petros Family Wealth, LLC

View All 6 Advisors
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Cade Johnson

RA

BLOOMINGTON, MN

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Thomas Gregory Karlen

RA

BLOOMINGTON, MN

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Breanna Ruth Vermeer

RA

BLOOMINGTON, MN

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Carl Robert Lymangood

RA

BLOOMINGTON, MN

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Camie Moen Quigley

RA

BLOOMINGTON, MN

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Bixby Tyler Gilbertson

RA

BLOOMINGTON, MN

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Disclosures

There are no public disclosures for Petros Family Wealth, LLC.

Frequently Asked Questions (9)

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