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Patina Wealth LLC

CRD 283813SEC# 801-136943
Export (members)
No longer SEC-registered. Patina Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$129.2M
Employees
2
Accounts
356
Location
—

Patina Wealth LLC assets under management

Patina Wealth LLC is an investment advisory firm registered with the SEC. It reports $129.2 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Patina Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Samuel Carter Harris ControlPrincipal/Chief Compliance Officer/Managing MemberOver 75%2016

Frequently asked questions

How much does Patina Wealth LLC manage?

Patina Wealth LLC reports $129.2 million in regulatory assets under management on its Form ADV.

How many employees does Patina Wealth LLC have?

Patina Wealth LLC reports 2 employees.

Does Patina Wealth LLC disclose fund performance?

Patina Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hoursBy Appointment
Discloses disciplinary historyNo

Assets under management

Discretionary$119.1M
Non-discretionary$10M
Total (RAUM)$129.2M