PETROS FAMILY WEALTH, LLC

CRD 324059File 801-126983

APPROVED

Retail clients

Custody

Filing as of Feb 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$341.6M

Below cohort median (national)

Discretionary AUM

$305.7M

Non-discretionary $35.9M

Clients

533

1,736 accounts

Employees

Below cohort median in MN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Dec 2, 2022
Principal office: 8500 NORMANDALE LAKE BLVD, SUITE 850, BLOOMINGTON, MN, 55437
Phone: (612) 643-9995
Website: https://www.petrosfw.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $341.6M
Discretionary AUM: $305.7M
Non-discretionary AUM: $35.9M
Discretionary accounts: 1,583
Non-discretionary accounts: 153
Total accounts: 1,736
AUM per client: $641K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$956K
Charitable organizations	Fewer than 5	$4.6M
High net worth individuals	83	$226.3M
Individuals (other than high net worth individuals)	444	$109.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOLS
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
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.