Petra Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,642,453
Total clients
21
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$363,926
About
Petra Wealth Management is a fee‑only, registered investment adviser formed in 2024 that provides discretionary asset management and financial planning to individuals, trusts and small businesses as well as a range of institutional and nonprofit clients. In addition to typical individual and family relationships, the firm’s brochure lists charitable organizations, corporate clients, pension or profit‑sharing plans, banks, insurance companies, state and municipal governments, sovereign wealth entities and other investment advisers among its client types.
The firm develops client‑specific investment policies through detailed intake discussions about objectives, risk tolerance and tax considerations, then implements those policies on a discretionary basis using stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents with periodic rebalancing and quarterly reviews. PWM applies both fundamental and technical analysis to construct model portfolios and uses a held‑away management platform to review and rebalance retirement plan accounts (401(k), 403(b), 457, TSA) while avoiding custody of client assets.
Distinctive for a recently formed, small advisory firm is the breadth of institutional and governmental client types it serves, a set of relationships that is uncommon among peers. The firm also emphasizes a broad planning capability — including business planning and valuation, divorce financial analysis, employee benefits optimization and estate planning support — and is led by a principal with prior experience at an institutional investment firm.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Divorce financial planning
Business ownership considerations
Cash flow / budgeting
General estate planning guidance
Fee options
up to 1.75% annually (flat rate, negotiable)
$250 per hour for financial planning services.
Account minimum: $100,000 Fee-only: Fee-only firm; compensation solely from clients for advisory services; no commissions or sales-related compensation.
Main office location
Petra Wealth Management
Fredericksburg VA, United States
Number of offices
1
Most active in
Petra Wealth Management has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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