# Petros Family Wealth, LLC

> Petros Family Wealth, LLC is an SEC-registered investment advisory firm in Bloomington, MN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 324059
- Filed as: PETROS FAMILY WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324059
- AdvisorCensus page: https://advisorcensus.com/firm/petros-family-wealth-llc-bloomington-mn-324059

## Quick answers

**How is Petros Family Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Petros Family Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Petros Family Wealth, LLC located?**
Petros Family Wealth, LLC's principal office is in Bloomington, MN, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Petros Family Wealth, LLC registered with the SEC or a state?**
Petros Family Wealth, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 324059.

**How much does Petros Family Wealth, LLC manage?**
Petros Family Wealth, LLC reports $341,596,465 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (89% discretionary).

**How have Petros Family Wealth, LLC's assets and staff changed since 2023?**
In the Form ADV data for Petros Family Wealth, LLC: Regulatory assets under management: $150,506,357 in the October 2023 data and $341,596,465 in the October 2026 data, up 127%. Total employees: 6 in October 2023 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Petros Family Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (444); high net worth individuals (83); charitable organizations (4).

**Which custodians does Petros Family Wealth, LLC use?**
Petros Family Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Petros Family Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324059

**Does Petros Family Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "For new clients, Petros generally does not requires a minimum initial investment for investment management services."

**What changed in Petros Family Wealth, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 6 to 8. Regulatory assets under management went from $274,482,313 to $341,596,465 (+24%). Added an office in Maple Grove, MN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: None

> For new clients, Petros generally does not requires a minimum initial investment for investment management services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $341,596,465
- Discretionary: $305,720,893
- Non-discretionary: $35,875,572

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 444 | $109,763,711 |
| High net worth individuals | 83 | $226,266,983 |
| Charitable organizations | 4 | $4,609,517 |
| Corporations or other businesses not listed above | 2 | $956,254 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 9 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, GA, IA, IL, IN, MN, NE, NM, SD, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Maple Grove, MN

### Websites listed on Form ADV (Item 1.I)
- petrosfamilywealth.com
- petrosfw.com
- LinkedIn @petros-family-wealth
- X @petrosfw
- YouTube @PetrosFamilyWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $150,506,357 | 6 | March 7, 2023 |
| October 2024 | $231,423,310 | 6 | March 6, 2024 |
| October 2025 | $274,482,313 | 6 | February 24, 2025 |
| October 2026 | $341,596,465 | 9 | February 27, 2026 |

Regulatory assets under management: $150,506,357 in the October 2023 data and $341,596,465 in the October 2026 data, up 127%.
Total employees: 6 in October 2023 and 9 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 6 to 8.
- Regulatory assets under management went from $274,482,313 to $341,596,465 (+24%).
- Added an office in Maple Grove, MN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Petros Family Wealth, LLC (CRD 324059): Form ADV filing data as of October 2026.