Petros Family Wealth, LLC

Petros Family Wealth, LLC is a registered investment adviser specializing in investment management and financial advisory services for individuals, foundations, and corporations. Established in November 2022, the firm is held to a fiduciary standard of care. Services offered include investment and wealth management, financial planning, and consulting. Petros manages discretionary assets totaling $261,049,076 and non-discretionary assets of $13,433,237, with a total of $274,482,313 in regulatory assets under management as of December 31, 2024. The firm provides personalized service and tailors investment strategies based on client objectives and risk profiles. Investment discretion is exercised based on client needs, and portfolios are managed with a focus on risk-adjusted, tax-efficient, and cost-effective strategies. Petros may engage independent managers and offers financial planning services on a fixed-rate basis ranging from $500-$10,000. Fees for investment management services are billed quarterly based on assets under management, with rates ranging from 0.50% to 1.50%. The firm does not charge performance-based fees or participate in side-by-side management. Petros does not have any disciplinary information to report and does not pay referral fees. Clients' assets are held by a qualified custodian, and the firm typically has investment discretion over client accounts. Petros retains proxy voting authority for clients and may participate in class action lawsuits on their behalf.