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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

PETREDIS INVESTMENT ADVISORS

PETREDIS INVESTMENT ADVISORS LLC, CRD 322371

WARRENDALE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca3f9f70-ccb7-f7da-79bb-df3609ab2998

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Aug 8, 2022 to Mar 5, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $241Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,547
Individual clients: 229
High net worth clients: 301
Custody, client assets: $139M
SEC number: 801-126513
CIK: 1964544
CRD: 322371
Filings on the tape: 9
First filed: Aug 8, 2022
Latest filed: Mar 5, 2026
Organised: Limited Liability Company, PA
Website: petredisia.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHARLES JOHN PETREDIS	n/a	WARRENDALE, PA	3	43	1	no
CHARLES WILLIAM PETREDIS	Chartered Financial Analyst	WARRENDALE, PA	3	14	1	no
CHRISTIAN SAVA PETREDIS	Chartered Financial Analyst	WARRENDALE, PA	3	11	1	no
ALEXANDRA DORIANNE CAMERON	Certified Financial Planner	WARRENDALE, PA	3	12	1	no
ATHENA IRENE MALLIOS	Certified Financial Planner	WARRENDALE, PA	3	12	n/a	no
ERIC MATTHEW FENCIL	Chartered Financial Analyst	WARRENDALE, PA	2	11	n/a	no
ANTHONY JOSEPH PODRASKY	n/a	WARRENDALE, PA	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAMERON, ALEXANDRA, DORIANNE	MEMBER/PRINCIPAL	B	yes	08/2022	Mar 5, 2026	Mar 5, 2026
MALLIOS, ATHENA, IRENE	MEMBER/PRINCIPAL	B	yes	08/2022	Mar 5, 2026	Mar 5, 2026
PETREDIS, CHARLES, JOHN	MEMBER/FOUNDING PRINICPAL	Na	yes	08/2022	Mar 5, 2026	Mar 5, 2026
PETREDIS, CHARLES, WILLIAM	CHIEF COMPLIANCE OFFICER, MEMBER, PRINCIPAL	B	yes	08/2022	Mar 5, 2026	Mar 5, 2026
PETREDIS, CHRISTIAN, SAVA	MEMBER/PRINCIPAL	B	yes	08/2022	Mar 5, 2026	Mar 5, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 5, 2026	$1.7B	$1.7B	10	6	n/a	n/a
2024	Mar 11, 2025	$1.4B	$1.4B	9	6	n/a	n/a
2023	Mar 22, 2024	$1.1B	$1.1B	7	5	n/a	n/a
2022	Jan 3, 2023	$882M	$882M	7	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$1.4B	20.1%	$882M	24.1%	10	9	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	4	Dec 7, 2022	Dec 2, 2022	SEWICKLEY, PA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (7)

← ANTHONY JOSEPH PODRASKYAdvisorregistration: current employment
Jan 28, 2026 to presentfactForm ADV
← ERIC MATTHEW FENCILAdvisorregistration: current employment
Aug 21, 2024 to presentfactForm ADV
← ATHENA IRENE MALLIOSAdvisorregistration: current employment
Jan 19, 2023 to presentfactForm ADV
← CHARLES JOHN PETREDISAdvisorregistration: current employment
Dec 2, 2022 to presentfactForm ADV
← CHARLES WILLIAM PETREDISAdvisorregistration: current employment
Dec 2, 2022 to presentfactForm ADV
← CHRISTIAN SAVA PETREDISAdvisorregistration: current employment
Dec 2, 2022 to presentfactForm ADV
← ALEXANDRA DORIANNE CAMERONAdvisorregistration: current employment
Dec 2, 2022 to presentfactForm ADV

Controls (5)

← PETREDIS, CHARLES, JOHNOwnerMEMBER/FOUNDING PRINICPAL, ownership code NA, individual
Aug 8, 2022 to May 16, 2024factForm ADV
← PETREDIS, CHARLES, WILLIAMOwnerCHIEF COMPLIANCE OFFICER, MEMBER, PRINCIPAL, ownership code B, individual
Aug 8, 2022 to May 16, 2024factForm ADV
← PETREDIS, CHRISTIAN, SAVAOwnerMEMBER/PRINCIPAL, ownership code B, individual
Aug 8, 2022 to May 16, 2024factForm ADV
← CAMERON, ALEXANDRA, DORIANNEOwnerMEMBER/PRINCIPAL, ownership code B, individual
Aug 8, 2022 to May 16, 2024factForm ADV
← PETREDIS, ATHENA, IRENEOwnerMEMBER/PRINCIPAL, ownership code B, individual
Aug 8, 2022 to May 16, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser4 advisors, team lift out, same day
Dec 7, 2022 to Dec 2, 2022factForm ADV

Dated events

Occurred
Mar 11, 2025
Regulatory AUM changed
Petredis Investment Advisors reported RAUM $1.4B, up 26% from $1.1B (2024-05-16 to 2025-03-11)
Form ADVobserved 5 days ago
$294M
Occurred
Mar 22, 2024
Regulatory AUM changed
Petredis Investment Advisors reported RAUM $1.1B, up 26% from $881.9M (2023-11-16 to 2024-03-22)
Form ADVobserved 5 days ago
$229M
Occurred
Dec 7, 2022
Team lift-out
4 advisors left Wells Fargo Advisors (Sewickley, PA) for Petredis Investment Advisors on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Aug 8, 2022
First Form ADV filing
Petredis Investment Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca3f9f70-ccb7-f7da-79bb-df3609ab2998
First observed: Aug 8, 2022
Last observed: Mar 5, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PETREDIS INVESTMENT ADVISORS

PETREDIS INVESTMENT ADVISORS LLC, CRD 322371

WARRENDALE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca3f9f70-ccb7-f7da-79bb-df3609ab2998

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:30 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHARLES JOHN PETREDIS

n/a

WARRENDALE, PA

CHARLES WILLIAM PETREDIS

Chartered Financial Analyst

WARRENDALE, PA

CHRISTIAN SAVA PETREDIS

Chartered Financial Analyst

WARRENDALE, PA

ALEXANDRA DORIANNE CAMERON

Certified Financial Planner

WARRENDALE, PA

ATHENA IRENE MALLIOS

Certified Financial Planner

WARRENDALE, PA

n/a

ERIC MATTHEW FENCIL

Chartered Financial Analyst

WARRENDALE, PA

n/a

ANTHONY JOSEPH PODRASKY

n/a

WARRENDALE, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAMERON, ALEXANDRA, DORIANNE

MEMBER/PRINCIPAL

yes

08/2022

Mar 5, 2026

MALLIOS, ATHENA, IRENE

MEMBER/PRINCIPAL

yes

08/2022

Mar 5, 2026

PETREDIS, CHARLES, JOHN

MEMBER/FOUNDING PRINICPAL

yes

08/2022

Mar 5, 2026

PETREDIS, CHARLES, WILLIAM

CHIEF COMPLIANCE OFFICER, MEMBER, PRINCIPAL

yes

08/2022

Mar 5, 2026

PETREDIS, CHRISTIAN, SAVA

MEMBER/PRINCIPAL

yes

08/2022

Mar 5, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$1.7B

n/a

2024

Mar 11, 2025

$1.4B

n/a

2023

Mar 22, 2024

$1.1B

n/a

2022

Jan 3, 2023

$882M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.4B

20.1%

$882M

24.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Dec 7, 2022

Dec 2, 2022

SEWICKLEY, PA

Team lift out

Wirehouse to new firm

0.0%