Petros Family Wealth, Llc
- Regulatory AUM
- $342M
- Discretionary
- $306M
- Clients
- 533
- Avg AUM / client
- $641K
- Accounts
- 1,736
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 444 | $110M | 32.1% |
| High net worth individuals | 83 | $226M | 66.2% |
| Charitable organizations | 4 | $4.6M | 1.35% |
| Corporations and other businesses | 2 | $956K | 0.28% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carl Robert Lymangood | President And Chief Compliance Officer | Nov 2022 (4y) | 75% or more | |
| Bixby Tyler Gilbertson | Registered representative | CFP | Feb 2023 (3y) | |
| Cade Johnson | Registered representative | Feb 2023 (3y) | ||
| Breanna Ruth Jensen | Registered representative | Aug 2023 (3y) | ||
| Bridget Ellen Wiltse | Registered representative | Nov 2025 (1y) | ||
| Deanna Kay Rens | Registered representative | Nov 2025 (1y) | ||
| Thomas Harwell Jenkins | Registered representative | Nov 2025 (1y) | ||
| Camie Moen Quigley | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 969 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOLS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $342M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗