LP Profile

Petra Financial Advisors

Also known as petra financial

Wealth ManagerColorado Springs, United StatesFounded 1993
Colorado Springs
Headquarters
Investment Focus

About Petra Financial Advisors

Petra Financial Advisors helps people in financial transition determine what they want and how to get there. We are a fee-only financial planning and investment management firm based in Colorado Springs, CO.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Petra Financial Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$447.2M
Total Clients
1,171
Filing Date
March 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Petra Financial Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Petra Financial Advisors?

Petra Financial Advisors is a wealth manager based in Colorado Springs, United States.

Where is Petra Financial Advisors headquartered?

Petra Financial Advisors is headquartered in Colorado Springs, United States.

When was Petra Financial Advisors founded?

Petra Financial Advisors was founded in 1993.

How can I contact Petra Financial Advisors?

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