Patton Wealth Advisors is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 20, 2026, reports $977M in regulatory assets under management, 1 employee, and 273 accounts.
Top client segmentHNWI represent 58.7% of total clients.
Top client categories% of clientsClients
1
HNWI
58.7%
84
2
Individuals
31.5%
45
3
Pension Plans
7.0%
10
4
Pooled Investment Vehicles
1.4%
2
5
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$977Mas of March 20, 2026
Discretionary100.0%
$977M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$977M
Total Accounts273
10Y AUM Change+$795M (+436.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee143:1
10Y Employee Change-1 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.