Petra Financial Advisors Inc
Petra Financial Advisors Inc is an SEC-registered wealth manager in Colorado Springs, CO with $447.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Petra Financial Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107196, SEC 801-39169, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $447.2M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Colorado Springs, CO
- Employees
- 15
- Clients
- 378
- CRD
- 107196
- Ownership
- COOMBS, COLIN, BENJAMIN; FORBES, DAVID, STEPHEN; HOGAN, LAWRENCE, MILES; THE MAJ TRUST DATED AUGUST 8, 2008; Gott, Jeffrey, L
How much AUM does Petra Financial Advisors Inc have?
Petra Financial Advisors Inc reported $447.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Petra Financial Advisors Inc?
Disclosed owners and executives of Petra Financial Advisors Inc include COOMBS, COLIN, BENJAMIN, FORBES, DAVID, STEPHEN, HOGAN, LAWRENCE, MILES, THE MAJ TRUST DATED AUGUST 8, 2008, Gott, Jeffrey, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.