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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- EagleElement +more
- Established Date
- 12-03-2024
- Office Locations
- 1
Office Locations
About Petra Wealth Management
Petra Wealth Management is a fee-only, fiduciary RIA providing investment management and comprehensive financial planning for discerning retirees, pre-retirees, and families (typically $500k+ investable assets). The firm directly manages client portfolios and advises on retirement income, held-away 401(k)/403(b)/TSP oversight, tax-efficient planning, and legacy/estate planning coordination. Faith-informed, “white-glove” service, with Schwab and tools like RightCapital, Wealthbox, and Pontera in its partner stack.
Team overview
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Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
David Jeraud Thompson
Chief Compliance Officer, Financial Advisor, Managing Director, Owner, President
- CRD
- #7112392
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,642,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,642,453 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,642,453
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,003,436,327 | 25.8% |
| Public Funds | $1,646,234,502 | 21.2% |
| Cash | $4,115,586,254 | 53.0% |
| Total | $7,765,257,083 | 100.0% |