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Patina Wealth LLC

EST. AUM
$129,171,869

CONTACTS

CLIENT ACCOUNTS
356

Firm Details

Metro area Charlottesville
CRD Number 283813
Website patinawealth.com
Client types

Overview

Patina Wealth LLC is an independent, employee-owned, fee-only registered investment adviser serving clients in the Crozet, Charlottesville, and Richmond areas, as well as virtually. The firm manages approximately $129.2 million and applies a fiduciary, commission-free advisory model.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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