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Petra Wealth Management
Petra Wealth Management is a faith-based fiduciary firm guiding believers, discerning professionals, retirees, pre-retirees, and families with $500k+ in...
Overview
Petra Wealth Management is a faith-based fiduciary firm guiding believers, discerning professionals, retirees, pre-retirees, and families with $500k+ in investable assets toward financial security and abundance. As pure fiduciaries they provide fee-only fiduciary investment management and comprehensive financial planning, including direct portfolio management and held-away employer plans such as 401(k)s, 403(b)s, and TSPs. They serve clients nationwide with personalized, values-aligned strategies.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Fredericksburg
Principals
David J. Thompson
Founder and President, Chief Compliance Officer, Investment Advisor Representative, Fiduciary
Sector focus
Frequently asked questions
Which sectors does Petra explicitly avoid?
Public sources do not list any sectors Petra explicitly avoids. Sector preferences inferred from the firm's asset class mix suggest a focus on defensible, income-generating strategies rather than early-stage technology or biotech.
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