Petros Family Wealth, LLC
Petros Family Wealth, LLC is an SEC-registered mass-market adviser in Bloomington, MN with $341.6M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Petros Family Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324059, SEC 801-126983, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $341.6M (2026-02-27)
- Firm type
- Mass-Market Adviser
- Location
- Bloomington, MN
- Employees
- 9
- Clients
- 533
- CRD
- 324059
- Ownership
- LYMANGOOD, CARL, ROBERT
How much AUM does Petros Family Wealth, LLC have?
Petros Family Wealth, LLC reported $341.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Petros Family Wealth, LLC?
Disclosed owners and executives of Petros Family Wealth, LLC include LYMANGOOD, CARL, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.