Bridget Wiltse
Petros Family Wealth · Bloomington, Minnesota
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.
Request an introduction to Bridget →
Specialties
Facts
| Firm | Petros Family Wealth |
|---|---|
| Based in | Bloomington, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $341.6M across 1,736 accounts |
| SEC registration | Investment adviser representative in MN · CRD 1222893 |
| Exams passed | Series 63 (1984) · Series 66 (2009) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.petrosfw.com |
How Bridget's firm compares
- Petros Family Wealth's average account is about $197,000, from its Form ADV (assets managed divided by 1,736 accounts).
Request an introduction to Bridget
Tell Bridget a little about what you're looking for. Bridget isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bridget
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bloomington
Other advisors in Minnesota who focus on retirement planning
Where this information comes from
- SEC adviser records : 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
- Petros Family Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.