PETROS FAMILY WEALTH, LLC
CRD #324059 SEC #801-126983 BLOOMINGTON, MN (612) 643-9995
SEC Registered
Total AUM
$274.5M
Discretionary
$261M
Employees
6
Clients
251
Accounts
1,356
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $274.5M | $261M | $13.4M | 6 | 4 |
| Mar 2024 | $231.4M | $169.8M | $61.6M | 6 | 4 |
| Mar 2023 | $150.5M | $141.5M | $9M | 6 | 0 |
| Nov 2022 | $0 | $0 | $0 | 6 | 0 |
| Nov 2022 | $0 | $0 | $0 | 6 | 0 |
DateFeb 2025
Total AUM$274.5M
Discretionary$261M
Non-Disc.$13.4M
Employees6
Clients4
DateMar 2024
Total AUM$231.4M
Discretionary$169.8M
Non-Disc.$61.6M
Employees6
Clients4
DateMar 2023
Total AUM$150.5M
Discretionary$141.5M
Non-Disc.$9M
Employees6
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0