Bridget E. Wiltse
Professional summary
Bridget Ellen Wiltse, who also goes by Bride Wiltse, is a registered financial advisor currently at PETROS FAMILY WEALTH, LLC located in Bloomington, Minnesota.
Bridget is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Bridget has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bridget Ellen Wiltse's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 20, 2025 - Present
PETROS FAMILY WEALTH, LLC
Office #1: 8500 Normandale Lake Blvd Suite 850, Bloomington, MN 55437September 4, 2009 - November 19, 2025
WELLS FARGO CLEARING SERVICES, LLC
May 1, 2009 - November 19, 2025
WELLS FARGO CLEARING SERVICES, LLC
March 6, 1998 - May 21, 2009
CITIGROUP GLOBAL MARKETS INC.
January 12, 1994 - February 23, 1998
PRUDENTIAL EQUITY GROUP, LLC
July 31, 1993 - December 23, 1993
CITIGROUP GLOBAL MARKETS INC.
May 14, 1988 - July 31, 1993
LEHMAN BROTHERS INC.
March 28, 1984 - May 14, 1988
E. F. HUTTON & COMPANY INC
Primary Firm SEC Registration
PETROS FAMILY WEALTH, LLC
CRD#: 324059 / SEC#: 801-126983
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/20/2025)
Exams
Current Firm
PETROS FAMILY WEALTH, LLC
CRD#: 324059 / SEC#: 801-126983
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,356 |
| AUM (Assets Under Management) | $ 274,482,313 |
Red Flags
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