Petrarch Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Chicago IL
Advisors at this office
1
Most active in
California · Illinois · Minnesota
Also doing business as
Fortuna Wealth Management · Fortuna Wealth Management LLC · Petrarch LLC · Petrarch Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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