Patina Wealth

RIASEC Registered

Total AUM

$129M

Discretionary

$119M

92% of AUM

Avg account

$363K

Accounts

356

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 283813
Website: www.patinawealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI62.77%
Individuals29.01%
Pension & Profit Sharing Plans7.77%
Charitable Organizations0.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Patina Wealth operates as an owner-managed limited liability company and is registered as an independent registered investment adviser. The firm serves both individual and family clients as well as institutional clients, delivering financial planning and portfolio management services for individuals, small businesses and institutions. Advisory offerings explicitly include pension consulting services and educational seminars or workshops. Patina Wealth charges clients on a percentage-of-AUM fee schedule. The firm reports it is not an active ESG investor and does not present itself as a multi-state adviser.