Petros Family Wealth, LLC
● SEC registered since 2022CRD 324059SEC# 801-126983Bloomington, MN
Reg. AUM
$341.6M
Employees
9
Accounts
1,736
Location
Bloomington, MN
Petros Family Wealth, LLC assets under management
Petros Family Wealth, LLC is a registered investment adviser overseen by the SEC based in Bloomington, MN. The firm has been registered since 2022. It reports $341.6 million in regulatory assets under management and employs 9 people.
Petros Family Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Robert Lymangood Control | President And Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Petros Family Wealth, LLC manage?
Petros Family Wealth, LLC reports $341.6 million in regulatory assets under management on its Form ADV.
How many employees does Petros Family Wealth, LLC have?
Petros Family Wealth, LLC reports 9 employees.
Where is Petros Family Wealth, LLC located?
Petros Family Wealth, LLC is based in Bloomington, MN and has been SEC-registered since 2022.
Does Petros Family Wealth, LLC disclose fund performance?
Petros Family Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8500 Normandale Lake Blvd, Suite 850, Bloomington, MN 55437 |
| Phone | (612) 643-9995 |
| Fax | (612) 643-9996 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$341.6M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$341.6Mregulatory AUM
Discretionary $305.7MNon-discretionary $35.9M