# Patina Wealth

> Patina Wealth is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.

- CRD: 283813
- Filed as: PATINA WEALTH
- Legal name: Patina Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283813
- AdvisorCensus page: https://advisorcensus.com/firm/patina-wealth-283813

## Quick answers

**How is Patina Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Patina Wealth reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Patina Wealth registered with the SEC or a state?**
Patina Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 283813.

**How much does Patina Wealth manage?**
Patina Wealth reports $129,171,869 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (92% discretionary).

**What types of clients does Patina Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (131); high net worth individuals (35); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Patina Wealth use?**
Patina Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Patina Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283813

**What changed in Patina Wealth's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $129,171,869
- Discretionary: $119,137,755
- Non-discretionary: $10,034,114

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 131 | $37,478,036 |
| High net worth individuals | 35 | $81,084,655 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $10,034,114 |
| Charitable organizations | Fewer than 5 | $570,396 |
| Corporations or other businesses not listed above | 2 | $4,668 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Richmond, VA

### Websites listed on Form ADV (Item 1.I)
- [patinawealth.com](https://patinawealth.com)
- Instagram @PATINAWEALTH
- Instagram @patinawealth_richmond
- LinkedIn @PATINAWEALTH

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Patina Wealth (CRD 283813): Form ADV filing data as of October 2026.