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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LYMANGOOD, CARL, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LYMANGOOD, CARL, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LYMANGOOD, CARL, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LYMANGOOD, CARL, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LYMANGOOD, CARL, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LYMANGOOD, CARL, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 24, 2025 REGISTERED
Notice Filings (15)
AZ CA CO FL GA IA IL IN MN NE NM SD TX VA WI
Address
8500 NORMANDALE LAKE BLVDSUITE 850
BLOOMINGTON, MN 55437
United States
Phone: (612) 643-9995