Patina Wealth (CRD# 283813) is a financial advisory firm headquartered in Charlottesville, VA. They manage $20,687,320 in 35 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$591,066
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Samuel Harris (CRD# 4005743) is an Investment Advisor Representative working at Patina Wealth in Charlottesville, VA and has over 2 years of experience in the finance industry.