# Bridget Wiltse

> Bridget Wiltse is a fee-only financial advisor at Petros Family Wealth in Bloomington, Minnesota. Bridget focuses on retirement planning, estate & legacy planning and family wealth transfer. Petros Family Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bridget-wiltse/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Petros Family Wealth
- **Based in:** Bloomington, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $341.6M across 1,736 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 1222893 (https://adviserinfo.sec.gov/individual/summary/1222893)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 63 (1984), Series 66 (2009)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.petrosfw.com/

## Frequently asked questions

### Is Bridget Wiltse a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bridget holds no broker registration, and Petros Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bridget charge for financial advice?

Bridget's firm, Petros Family Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Bridget Wiltse based?

Bridget Wiltse is based in Bloomington, Minnesota.

### What does Bridget specialize in?

Bridget's specialties include retirement planning, estate & legacy planning and family wealth transfer.

### Is Bridget Wiltse registered with the SEC?

Yes. Bridget Wiltse is registered as an investment adviser representative in MN (CRD 1222893), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Petros Family Wealth manage?

Petros Family Wealth reports $341.6M across 1,736 accounts in assets under management.

### How do I contact Bridget Wiltse?

Through Bridget's website, www.petrosfw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1222893): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.petrosfw.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.