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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Petros Family Wealth have?","answer":"Petros Family Wealth has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Petros Family Wealth invest in?","answer":"At the end of its last fiscal year, Petros Family Wealth’s separately managed accounts held 59% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs), 12% other, 9% investment grade corporate bonds and 6% cash and equivalents. The 12% other category is described as: Structured Notes.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Petros Family Wealth?","answer":"Petros Family Wealth’s direct owner is Carl Lymangood (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Petros Family Wealth get paid?","answer":"Petros Family Wealth is paid through a percentage of assets under management, fixed fees and other compensation. 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