Patina Wealth

Patina Wealth (CRD# 283813) is a financial advisory firm headquartered in , . They manage $78,369,780 in 301 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

http://www.patinawealth.com

By the Numbers

Total Assets Under Management

78

MILLION
Total Number of Accounts

301

ACCOUNTS
Average Account Value

$260,365

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Patina Wealth

Showing 1 - 2 of 2 top financial advisors.

Samuel C. Harris

CRD#: 4005743

Crozet, VA

Samuel Harris (CRD# 4005743) is an Investment Advisor Representative working at Patina Wealth in Crozet, VA and has over 8 years of experience in the finance industry.

John C. Mumper

CRD#: 6955384

2920 W Broad Street, C29, Richmond, VA 23230

John Mumper (CRD# 6955384) is an Investment Advisor Representative working at Patina Wealth in Richmond, VA and has over 6 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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