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| Keyboard |
| Patina Wealth LLC
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|---|---|
| CRD # | 283813 |
| SEC # | 801-136943 |
| CIK # | |
| AUM | 129.2 M (2026-06-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 434-282-4284 |
| Address | |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 37.5 |
| (b) Individuals (high net worth individuals) | 35 | 81.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 10.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 356 | 129.2 |
| By Discretionary | ||
| Discretionary | 351 | 119.1 |
| Non-Discretionary | 5 | 10.0 |
| Total | 356 | 129.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.2 | |
| Total | 356 | 129.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Walsky Investment Management Inc
✚
|
PA | 130.2 M |
|
Pasqua Thomas
✚
|
FL | 129.7 M |
|
Stephen Smith Financial Inc
✚
|
IL | 129.0 M |
|
Infinity Advisory Group LLC
✚
|
MI | 128.9 M |
|
QFC Advisory LLC
✚
|
TN | 128.8 M |
|
ISF Global Capital Inc
✚
|
FL | 128.7 M |
|
Revalue LLC
✚
|
MI | 128.5 M |
|
Foster Point Capital LLC
✚
|
128.5 M | |
|
St John & Associates Inc
✚
|
GA | 128.4 M |
|
Second Half Financial Partners LLC
✚
|
FL | 128.0 M |