Patina Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$129,171,869
Total clients
166
21% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
83
Average account size
$778,144
About
Patina Wealth provides financial planning, portfolio management, and investment consultation to individuals (including high‑net‑worth clients), small businesses, pension and profit‑sharing plans, and charitable organizations. The two‑advisor firm manages roughly $129 million in discretionary and non‑discretionary client assets across about 166 client relationships.
The firm favors a long‑term, buy‑and‑hold approach with periodic rebalancing, primarily using mutual funds and ETFs while employing individual equities and fixed income where passive strategies do not provide the desired risk/return profile. Portfolios are built from an initial interview and tailored to each client’s objectives and risk tolerance, and can be managed on a discretionary or non‑discretionary basis.
Patina Wealth offers periodic complimentary educational workshops and participant enrollment seminars for both prospective clients and retirement plan participants, a service uncommon among peers in its category. The firm also provides discretionary ERISA Section 3(38) investment management for certain retirement plans and leaves proxy voting and other corporate action decisions to clients.
Client services
Expertise
Fee options
Financial planning fee of $7,500 for individuals or households that are not existing clients.
$0 - $249,999: 1.25% annually $250,000 - $1,999,999: 1.00% annually $2,000,000 - $2,999,999: 0.90% annually $3,000,000+: 0.70% annually
Fee-only: Flat fee of $7,500 for financial planning for non-clients; financial planning included at no additional charge for clients.
Main office location
Patina Wealth
Crozet VA, United States
Number of offices
2
Most active in
Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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