About Petredis Investment Advisors
<p>Founded in 2022, Petredis Investment Advisors works with retirement-focused investors and organizations that want a fiduciary partner for ongoing planning and investment oversight.</p> <p>Headquartered in Warrendale in the Pittsburgh metro area, the firm advises individuals, families, corporations, and charitable organizations across the United States. Its work often starts with goal-setting and a clear review of household or organizational finances, including net worth and income statements, before moving to investment decisions.</p> <p>Petredis Investment Advisors offers <a href="/plan-advisors">plan advisor</a> services and acts as a 3(21) fiduciary, providing co-fiduciary support to plan sponsors. As of 2026, the firm reports $1.4B in assets under management (AUM).</p> <p>What sets the firm apart is its mix of retirement plan fiduciary support and family wealth management under one advisory team, so clients can align plan decisions with broader financial goals.</p> <ul> <li>Registered Investment Advisor (RIA) founded in 2022</li> <li>Headquarters: Warrendale, Pennsylvania (Pittsburgh area)</li> <li>3(21) fiduciary services for retirement plans</li> <li>Retirement planning and family wealth management</li> <li>$1.4B AUM (2026)</li> </ul>
Website: https://www.petredisia.com/
Founded: 2022
Office Locations
- Warrendale, PA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.4B