PETROS FAMILY WEALTH, LLC

CRD

324059

SEC file #

801-126983

EIN

920608678

DBA names

—

Economics

AUM

$341.6M

AUM band

$100M-$500M

AUM trajectory

'25 · $274.5M

'26 · $341.6M

'25'26

$274.5M → $341.6M▲ +24%

sec adv history

Client mix

Individuals Other	444
Individuals High Net Worth	83
Charitable Organizations	4
Corporations	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'23 · 3 advisors

'25 · 6 advisors

'26 · 8 advisors

'23'26

3 advisors → 8 advisors▲ +167%

sec adv history

Primary office

BLOOMINGTON MN

Branches

—

Custodian & Brokerage

Primary custodian

Wells Fargolow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMFixed feesOther Compensation

Filings

Latest ADV filing

02/27/2026

ADV-W filed at

—

Website

petrosfw.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

LYMANGOOD, CARL, ROBERT

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

LYMANGOOD, CARL, ROBERT

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

PETROSFW.COM

Rdap Domain Creation Date

2022-10-25T14:12:48Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002004963

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-02-13

Edgar Last Filing Date

2026-04-24

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-24

Accession0002004963-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3169

Soi Zip Pct 200k Plus

0.0979

Soi Zip Returns 200k Plus

1,050

Soi Zip Total AGI

1,050,754

Fdic Zip Total Deposits

14,154,088,000

Fdic Zip Branch Count

117

Fdic Zip Top Banks

Wells Fargo Bank, National Association

U.S. Bank National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Wells Fargo	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

8500 NORMANDALE LAKE BLVDSUITE 850BLOOMINGTON, MN 55437

Business

8500 NORMANDALE LAKE BLVDSUITE 850BLOOMINGTON, MN 55437

Edgar EIN

920608678

Edgar Recent Filings

13F-HR2026-04-24 · 0002004963-26-000002

13F-HR2026-01-14 · 0002004963-26-000001

Fdic Zip Branches Raw

The Highland BankBloomington, MN

Fdic Zip HHI

3203.91

Fdic Zip Top Bank Share Pct

52.43

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-10-25T14:12:48Z

Rdap Domain Last Changed

2025-01-10T17:11:52Z

Rdap Nameservers

Ns51.domaincontrol.comNs52.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	26,552
Returns	2,230

Stub 2

AGI	78,668
Returns	2,080

Stub 3

AGI	114,413
Returns	1,850

Soi Zip Total Business Income

31,358

Soi Zip Total Cap Gains

37,752

Soi Zip Total Dividends

34,154

Soi Zip Total Returns

10,730

Top Owner CRD

5092137

Trust Company Affiliate