$341.6M Total AUM
$305.7M Disc. AUM
32.4% 3Y CAGR
9 Employees
533 ADV. Clients
3 yrs Firm Age
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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-02-2022
- Office Locations
- 1
Office Locations
8500 Normandale Lake Blvd Suite 850 Bloomington MN
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.
Team overview
53 AVG AGE
$42.7M AVG AUM / ADVISOR
$640.9K AVG AUM / CLIENT
2.3 yrs AVG TENURE
9 Employees
8 Advisory Reps
9 RIA Reps
3yrs Firm Age
Insights
Available
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Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CARL ROBERT LYMANGOOD
Chief Compliance Officer, President
- CRD
- #5092137
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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BIXBY TYLER GILBERTSON
Director
- CRD
- #6582780
Available
Available
Available
T
THOMAS HARWELL JENKINS
--
- CRD
- #7128340
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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