# Petra Wealth Management

Petra Wealth Management is a Multi Family Office based in Fredericksburg, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Fredericksburg, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** petrawealthmanagement.com

## Regulatory record

- **CRD number:** 332830
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332830

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Infrastructure
- Energy Transition & Renewables

## People

- David J. Thompson — Founder and President, Chief Compliance Officer, Investment Advisor Representative, Fiduciary

## 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.

## Related profiles

- [Athir Capital LP](https://altss.com/profile/athir-capital-lp)
- [FPNAVIGATORS](https://altss.com/profile/fpnavigators)

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Last updated: 2026-08-11T15:07:49.000Z

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