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Petros Family Wealth, LLC

● SEC registered since 2022CRD 324059SEC# 801-126983Bloomington, MN
Export (members)
Reg. AUM
$274.5M
Employees
6
Accounts
1,356
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 $274.5 million in regulatory assets under management and employs 6 people.
www.petrosfw.comView on SEC.gov ↗

Petros Family Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Carl Robert Lymangood ControlPresident And Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Petros Family Wealth, LLC manage?

Petros Family Wealth, LLC reports $274.5 million in regulatory assets under management on its Form ADV.

How many employees does Petros Family Wealth, LLC have?

Petros Family Wealth, LLC reports 6 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

Address8500 Normandale Lake Blvd, Suite 850, Bloomington, MN 55437
Phone(612) 643-9995
Fax(612) 643-9996
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$261M
Non-discretionary$13.4M
Total (RAUM)$274.5M