Patagonia Wealth Advisors

Patagonia Wealth Advisors (CRD# 153856) is a financial advisory firm headquartered in Miami, FL. They manage $41,000,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1200 Brickell Ave, Suite 1950, Miami, FL 33131
http://patagoniawa.com/
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $10,250,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Patagonia Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Jimmy Zheng, financial advisor Miami FL
Jimmy J. Zheng
CRD#: 6888243
1200 Brickell Ave, Suite 1950, Miami, FL 33131

Jimmy Zheng (CRD# 6888243) is an Investment Advisor Representative working at Patagonia Wealth Advisors in Miami, FL and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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