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Patina Wealth

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Client assets under management

$118,562,691

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Clients

166

21% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

83

High

Average account size

$714,233

About

Patina Wealth provides financial planning, portfolio management, and investment consultation to individuals (including high‑net‑worth clients), small businesses, pension and profit‑sharing plans, and charitable organizations. The two‑advisor firm manages roughly $129 million in discretionary and non‑discretionary client assets across about 166 client relationships.

The firm favors a long‑term, buy‑and‑hold approach with periodic rebalancing, primarily using mutual funds and ETFs while employing individual equities and fixed income where passive strategies do not provide the desired risk/return profile. Portfolios are built from an initial interview and tailored to each client’s objectives and risk tolerance, and can be managed on a discretionary or non‑discretionary basis.

Patina Wealth offers periodic complimentary educational workshops and participant enrollment seminars for both prospective clients and retirement plan participants, a service uncommon among peers in its category. The firm also provides discretionary ERISA Section 3(38) investment management for certain retirement plans and leaves proxy voting and other corporate action decisions to clients.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Cash flow / budgeting Debt management Retirement income strategy Divorce financial planning

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Fee options

Fixed

Financial planning fee of $7,500 for individuals or households that are not existing clients.

Percentage

$0 - $249,999: 1.25% annually $250,000 - $1,999,999: 1.00% annually $2,000,000 - $2,999,999: 0.90% annually $3,000,000+: 0.70% annually

Other

Fee-only: Flat fee of $7,500 for financial planning for non-clients; financial planning included at no additional charge for clients.

Main office location

Patina Wealth

Crozet VA, United States

Number of offices

2

Most active in

More info

Texas · Virginia

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Instagram Website 434-282-4284

Advisors at this firm

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John M

Series 65

Crozet, VA

Patina Wealth

John Mumper is a financial advisor at Patina Wealth in Crozet, VA, holding a Series 65 designation with seven years of industry experience. He previously worked at Xenith Bank from 2011 to 2018 before joining Patina Wealth, where he has been since 2018. Patina Wealth serves individuals, including high-net-worth clients, pension and profit-sharing plans, businesses, and charitable organizations by providing portfolio management, financial planning, and investment consultation. The firm employs a long-term, buy-and-hold investment approach primarily using mutual funds and ETFs, and offers educational workshops and participant-focused retirement plan education.

Cash flow / budgeting Debt management Retirement income strategy Divorce financial planning
user avatar

Samuel H

Series 65

Crozet, VA

Patina Wealth

Samuel Harris is a financial advisor at Patina Wealth with nine years of industry experience. He holds a Series 65 designation and has worked at Patina Wealth and its predecessor firms since 2016, following a twelve-year tenure at Tfs Capital. Patina Wealth serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with portfolio management, financial planning, and investment consultation. The firm employs a fundamentally driven, long-term investment approach primarily using mutual funds and ETFs, and offers educational workshops and participant-focused retirement plan education.

Cash flow / budgeting Debt management Retirement income strategy Divorce financial planning
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