Est. Revenue
$16.9M
@ 1% on AUM
Est. EBITDA
$5.1M
@ 30% margin
Est. Deal Value
$40.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
PETREDIS INVESTMENT ADVISORS LLC
DBA names
Petredis Investment Advisors
Economics
AUM trajectory
'23'26
$881.9M → $1.69B▲ +91%
Client mix
| Individuals High Net Worth | 301 |
| Individuals Other | 229 |
| Pension Profit Sharing Plans | 5 |
Operations
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'23'26
4 advisors → 6 advisors▲ +50%
Primary office
WARRENDALE PA
Custodian & Brokerage
Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees
Filings
Latest ADV filing
03/05/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
CAMERON, ALEXANDRA, DORIANNE
Control Persons
CAMERON, ALEXANDRA, DORIANNE
MALLIOS, ATHENA, IRENE
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
PETREDISIA.COM
Rdap Domain Creation Date
2022-01-06T16:47:42Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Form 5500 Total Compensation
177,281
Form 5500 Compensation Trajectory 3y
Form 5500 Plan Count Trajectory 3y
Schedule C Total Compensation
177,281
Schedule C Service Provider Rows
3
SEC EDGAR
Edgar First Filing Date
2023-02-06
Edgar Last Filing Date
2026-04-16
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0001964544-26-000002
Local market & wealth
Rank targets by how wealthy the local market is
Soi Zip Pct 200k Plus
0.2333
Soi Zip Returns 200k Plus
70
Fdic Zip Total Deposits
2,614,543,000
Fdic Zip Top Banks
Citizens Bank of Pennsylvania
Citizens Bank, National Association
Compliance & brand
Firm Registration Status
active
All other collected signals (27)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing100 PINEWOOD LANESUITE 307WARRENDALE, PA 15086
Business100 PINEWOOD LANESUITE 307WARRENDALE, PA 15086
Edgar Recent Filings
13F-HR2026-04-16 · 0001964544-26-000002
13F-HR2026-01-14 · 0001964544-26-000001
Fdic Zip Branches Raw
Mellon Bank, National AssociationWarrendale, PA
Mellon Bank, National AssociationWarrendale, PA
Fdic Zip Top Bank Share Pct
52.47
Rdap Domain Expiration Date
2027-01-06T16:47:42Z
Rdap Domain Last Changed
2026-01-07T17:02:30Z
Rdap Nameservers
Ns07.domaincontrol.comNs08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Total Business Income
410
Soi Zip Total Cap Gains
540
Soi Zip Total Dividends
1,697
Trust Company Affiliate
No
MALLIOS, ATHENA, IRENE
IAR · Direct Owner · 17.5%
PETREDIS, CHRISTIAN, SAVA
IAR · Direct Owner · 17.5%
CAMERON, ALEXANDRA, DORIANNE
IAR · Direct Owner · 17.5%
PETREDIS, CHARLES, WILLIAM
IAR · Direct Owner · 17.5%
PETREDIS, CHARLES, JOHN
IAR · Executive Officer · 2.5%
ANTHONY JOSEPH PODRASKY
IAR
