A complete list of active advisors currently associated with Petra Wealth Management

Warmer can help you find a great advisor at Petra Wealth Management or one who fits your needs even better.

Petra Wealth Management is a fee-only advisory firm that provides discretionary investment management and financial planning to individuals, high-net-worth clients, charitable organizations, small businesses, and trusts. Its services include portfolio management across equities, fixed income, mutual funds and ETFs, comprehensive financial planning (business planning and valuation, divorce planning, retirement planning, insurance review) and management of held-away retirement accounts. The firm works with clients to develop individualized investment policies and asset allocation targets, typically implementing those strategies on a discretionary basis and reviewing accounts at least quarterly. PWM uses both fundamental and technical analysis to construct models and may rebalance held-away employer-sponsored accounts (401(k), 403(b), 457 and similar plans) through a third-party platform (HAMS) to manage allocations and internal fees. Compared with peers, the brochure emphasizes a broader institutional and business-facing service set than is typical for a solo independent adviser — explicit offerings for business planning, employee benefits optimization, business valuation and management of employer-sponsored retirement assets align with serving pension/profit-sharing and corporate or organizational clients, as well as charitable organizations. The firm manages approximately $7.6 million across about 21 client relationships, operates on a percentage-of-AUM, fee-only basis, and places custody and execution through an institutional custodian platform.

To learn more about the advisors currently working at Petra Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.