Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES
Petra Wealth Management
Multi family office in Fredericksburg, United States; focus on real estate and climate.
Identity
- HEADQUARTERS
- Fredericksburg, United States
Investment approach
Overview
This multi family office is based in Fredericksburg, United States. Listed sector interests include real estate and climate. 1 person is named on its team.
People
- David J. ThompsonFounder and President, Chief Compliance Officer, Investment Advisor Representative, Fiduciary · source
Frequently asked questions
Petra Wealth Management is a multi family office based in Fredericksburg, the United States.
Petra Wealth Management does not publicly state whether it puts its own money into companies or invests through funds.
Petra Wealth Management invests in Real Estate & PropTech and Climate & Energy.
Key people at Petra Wealth Management include David J. Thompson (Founder and President, Chief Compliance Officer, Investment Advisor Representative, Fiduciary).