$11.9M Total AUM
$11.9M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-24-2022
- Office Locations
- 1
Office Locations
-- Chicago IL
About Petrarch Wealth Management
Petrarch Wealth Management is a Chicago-based RIA. The firm has been operating for 4 years. Managing $11.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$11.9M AVG AUM / ADVISOR
$277.8K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
T
Thai-Thomas Hoa Tran
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #6806207
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,945,257 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,945,257 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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