Petros Family Wealth, LLC
Petros Family Wealth, LLC is a fee-only Registered Investment Adviser (RIA) headquartered in Bloomington, Minnesota, USA. Founded in 2011, the firm serves individuals, families (including high net worth clients), and businesses with customized financial and investment strategies. The firm focuses on wealth management, retirement planning, estate planning, and tax optimization, aiming to simplify financial complexity for clients and support their long-term goals. Petros Family Wealth employs a team of 6 professionals and operates primarily in Minnesota, Wisconsin, and Florida.
Investment Strategy
Petros Family Wealth specializes in bespoke wealth management for families, individuals, and businesses, designing financial plans that grow, manage, and protect client wealth. The firm applies tailored strategies for investment management, retirement preparation, estate and legacy planning, tax optimization, and philanthropic giving. Their investment philosophy emphasizes alignment with clients' unique goals, careful balancing of risk and growth, and proactive, tax-efficient approaches using diversified portfolios. The firm adheres to high standards of integrity, transparency, and personalized guidance.
Top Holdings
Equity Positions (133)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 6.30% | $7.5M | 11,304 | $589.90 | $666.18 | +$577.1K |
A AAPL | APPLE INC | 4.72% | $5.6M | 22,153 | $250.39 | $254.63 | +$1.0M |
M MSFT | MICROSOFT CORP | 4.05% | $4.8M | 9,334 | $422.89 | $517.95 | +$357.0K |
G GOOG | ALPHABET INC | 3.93% | $4.7M | 19,290 | $201.57 | $243.55 | +$2.1M |
Q QGRO | AMERICAN CENTY ETF TR | 3.42% | $4.1M | 35,724 | $100.66 | $114.40 | -$635.3K |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
U UNH | UNITEDHEALTH GROUP INC | — | Call | $34.5K | 1 | $345.30 | $311.97 | 0 | +$3.3K |
B BIIB | BIOGEN INC | New | Call | $28.0K | 2 | $140.08 | $140.08 | +2 | +$28.0K |
Q QBTS | D-WAVE QUANTUM INC | New | Call | $4.9K | 2 | $24.71 | $24.71 | +2 | +$4.9K |