BLOOMINGTON, MNCRD 324059Latest ADV February 27, 2026
Petros Family Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated February 27, 2026, reports $342M in regulatory assets under management, 9 employees, 1 office, and 1,736 accounts.
Assets Under Management
$342M
Employees
9
Offices
1 office
Total Clients
533
Primary office
BLOOMINGTON, MN
8500 NORMANDALE LAKE BLVD, SUITE 850, BLOOMINGTON, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.3% of total clients.
Top client categories% of clientsClients
1
Individuals
83.3%
444
2
HNWI
15.6%
83
3
Charitable
0.8%
4
4
Corporations
0.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$342Mas of February 27, 2026
Discretionary89.5%
$306M
89% of total RAUM89.5%
Non-discretionary10.5%
$36M
11% of total RAUM10.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$342M
Total Accounts1,736
10Y AUM Change+$342M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee59:1
10Y Employee Change+3 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.