Patton Wealth Advisors

Overview

Patton Wealth Advisors is an independent, privately owned registered investment adviser formed in 2015 that manages client portfolios for both individuals/families and institutional clients. The firm provides a range of advisory services including financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional/business portfolio management and pension consulting. Its fee arrangements include assets‑under‑management fees, fixed fees, and performance‑based structures. Patton does not describe itself as an active ESG investor and is not listed as a multi‑state adviser; it is also not classified as a capital allocator. In its industry affiliations the firm appears as a sponsor/GP/managing member of pooled investment vehicles, indicating it both advises and sponsors private investment structures.

Assets & Accounts

Public Holdings

Investments & Alternatives