PATINA WEALTH LLC
Doing business as PATINA WEALTH. SEC Form ADV profile.
Total regulatory AUM
$129,171,869
Discretionary
$119,137,755
Non-discretionary
$10,034,114
Firm details
- CRD number
- 283813
- SEC file number
- 801-136943
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.