Patton Wealth Advisors

RIASEC Registered

Total AUM

$977M

Discretionary

$977M

100% of AUM

Avg account

$3.6M

Accounts

273

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 120533
Registered since: April 29, 2015
Website: pattonwealth.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles65.63%
HNWI27.62%
Pension & Profit Sharing Plans4.49%
Individuals2.21%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Patton Wealth Advisors is an independent, privately owned registered investment adviser that registered with the SEC in 2015. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and institutions, along with pension consulting. Its fee arrangements include asset-based fees, fixed fees, performance-based fees and other fee types. The firm also acts in sponsor and general partner capacities and serves as managing member for pooled vehicles.