Petrarch Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,945,257
Clients
40
13% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$298,631
About
Petrarch LLC provides discretionary and non-discretionary asset management, project-based and comprehensive financial planning, and retirement-plan consulting and management (offering both ERISA 3(21) and 3(38) services). The firm works with individual clients, including higher-net-worth individuals, and retirement plans, managing roughly $11.9 million for about 40 client relationships.
The firm’s investment approach emphasizes capital preservation and risk management through behavioral-economics-informed advice, goal-based financial planning, and strategic asset allocation and rebalancing grounded in Modern Portfolio Theory. Petrarch may deploy sub-advisors or third‑party managers when appropriate, monitors accounts at least quarterly, and offers both discretionary and non‑discretionary arrangements tailored to client objectives.
Several features distinguish Petrarch from many peers: it is affiliated with an insurance business (Petrarch Insurance Services LLC), with the advisor spending a material portion of time on that activity and receiving separate insurance compensation (disclosed in the brochure). The firm also provides client periodicals/newsletters and runs educational seminars and workshops, and it discloses referral arrangements and ongoing fees when placing clients with third‑party managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Student loan debt
Debt management
Fee options
Fixed fee for project-based financial planning (50% billed in advance, remainder at delivery) and comprehensive planning ($600-$6,000 annually charged monthly)
$0 - $999,999: 1.00% annually $1,000,000 - $2,499,999: 0.90% annually $2,500,000 - $4,999,999: 0.80% annually $5,000,000+: 0.70% annually
Insurance products commissions received by owner as licensed insurance agent
$250 per hour for project-based financial planning
Fee-only: Project-based financial planning: $250 per hour; Comprehensive planning: $600 to $6,000 annually (charged monthly)
Main office location
Petrarch Wealth Management
Chicago IL, United States
Number of offices
2
Most active in
Petrarch Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Illinois · Minnesota
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
Quick links
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