← Tributary

PETROS FAMILY WEALTH, LLC

BLOOMINGTON, MN · CRD 324059 · IAPD ↗ · petrosfw.com · (612) 643-9995

$341.6MRegulatory AUM
8Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — PETROS FAMILY WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
March 2026 — PETROS FAMILY WEALTH, LLC now reports custody of client assets ($5.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2026 — PETROS FAMILY WEALTH, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2025 — PETROS FAMILY WEALTH, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
March 2025 — PETROS FAMILY WEALTH, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
April 2024 — PETROS FAMILY WEALTH, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — PETROS FAMILY WEALTH, LLC reported RAUM up 54% ($150.5M -> $231.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — PETROS FAMILY WEALTH, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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