PETREDIS INVESTMENT ADVISORS

Legal name: PETREDIS INVESTMENT ADVISORS LLC

CRD 322371File 801-126513

APPROVED

Retail clients

Custody

Filing as of Mar 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.69B

Top 25% of cohort (national)

Discretionary AUM

$1.69B

Clients

535

1,547 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Sep 8, 2022
Principal office: 100 PINEWOOD LANE, SUITE 307, WARRENDALE, PA, 15086
Phone: 878-231-4300
Website: https://www.petredisia.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.69B
Discretionary AUM: $1.69B
Non-discretionary AUM: $0
Discretionary accounts: 1,547
Non-discretionary accounts: 0
Total accounts: 1,547
AUM per client: $3.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$758K
Charitable organizations	Fewer than 5	$2.3M
High net worth individuals	301	$1.60B
Pension and profit sharing plans	5	$13.5M
Individuals (other than high net worth individuals)	229	$74.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.