PATTON WEALTH ADVISORS

Overview

Patton Wealth Advisors is an independent registered investment adviser that blends discretionary portfolio management with financial planning and advisory services for both individual/family and institutional clients. The firm runs multi-asset portfolios that emphasize public funds and equity exposure while also maintaining meaningful allocations to fixed income through ETFs — their largest single holding is an intermediate-term Treasury ETF. Patton acts not only as an allocator but also as a sponsor/GP and managing member of pooled investment vehicles, which points to an active role in designing and operating private funds alongside direct client portfolios. Fee arrangements are varied — the firm uses asset-based fees as well as fixed and performance-based structures — and its advisory scope includes portfolio management for individuals, small businesses and pooled vehicles, plus pension consulting. Patton does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices