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PETREDIS INVESTMENT ADVISORS

WARRENDALE, PA · CRD 322371 · IAPD ↗ · petredisia.com · 878-231-4300

$1.69BRegulatory AUM
6Advisory reps
10Employees
4Clients
0Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — PETREDIS INVESTMENT ADVISORS reported RAUM up 26% ($1.11B -> $1.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
June 2024 — PETREDIS INVESTMENT ADVISORS notice-filed in MA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — PETREDIS INVESTMENT ADVISORS crossed $1B in regulatory AUM ($881.9M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.