About Us

Welcome to Petredis Investment Advisors

Welcome to Petredis Investment Advisors

We deliver solutions to a wide range of strategic planning and investing needs for moderate to ultra-high net worth clients. We manage $1.4 billion1 for 300+ families and institutions across the United States.

Please navigate through our website for information on our team, our approach, our solutions and how we can help you achieve your financial goals.

As of December 31, 2024

Our Team

Meet our nine team members

Learn more

Our Approach

Our Approach...

Learn more

Solutions

Solutions...

Learn more

Have a Question?

Thank you!
Oops!