Patina Wealth registers with the SEC

New SEC-registered adviser · CRD 283813 · 801-136943 · effective 2026-08-21

Effective 2026-08-21. 2 employees (2 advisory), $129M regulatory AUM across 356 accounts. Notice-filed in VA, TX. Limited Liability Company (VA).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.