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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-02-2022
- Office Locations
- 1
Office Locations
About Petros Family Wealth, LLC
Petros Family Wealth is a fee-only RIA serving families and business owners with integrated investment management and planning, including tax optimization, retirement and estate planning, charitable giving, corporate retirement services, business succession planning, and risk management. Based in Bloomington, MN, the firm runs a tech-enabled practice using platforms like eMoney and Black Diamond.
Reported data analysis
What the numbers show
Between February 24, 2025 and February 27, 2026, reported AUM increased 24.5%, from $274.5M to $341.6M.
Across 4 reported observations, AUM increased 127.0% between March 7, 2023 and February 27, 2026, from $150.5M to $341.6M.
Of the latest reported AUM, 89.5% is discretionary and 10.5% is non-discretionary.
The firm reports 8 advisory representatives and 533 clients, or 66.6 clients per representative. That equates to $640.9K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Petros Family Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CARL ROBERT LYMANGOOD
Chief Compliance Officer, President
- CRD
- #5092137
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BIXBY TYLER GILBERTSON
Director
- CRD
- #6582780
THOMAS HARWELL JENKINS
Senior Wealth Advisor, Director of Philanthropic Services
- CRD
- #7128340
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,720,893 | $193,128 |
| Non-Discretionary | $35,875,572 | $234,481 |
| Total | $341,596,465 | $196,772 |
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Separately Managed Accounts
SMA allocation detail is available
Petros Family Wealth, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Petros Family Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.