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
Patina Wealth
By the Numbers
-
Total Assets Under Management78MILLION
-
Total Number of Accounts301ACCOUNTS
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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
1
Samuel Harris (CRD# 4005743) is an Investment Advisor Representative working at Patina Wealth in Crozet, VA and has over 7 years of experience in the finance industry.
2
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.
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