# PATTON WEALTH ADVISORS

PATTON WEALTH ADVISORS of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 120533
- Type: SEC-registered investment adviser
- SEC file number: 801-88211
- Location: 8117 PRESTON ROAD, SUITE 300, DALLAS, TX, 75225
- Phone: 214-234-9900
- Latest filing: 2026-03-20
- Regulatory AUM: $977.2M
- Discretionary AUM: $977.2M
- Clients: 1
- Accounts: 273

## Business model

- Compensation: % of AUM, Fixed, Performance, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Mark Allen Patton | PRESIDENT, CCO, TREASURER AND SECRETARY; DIRECTOR; SOLE SHAREHOLDER | New York, NY |
| PATTON MARK A | PRESIDENT, CCO, TREASURER AND SECRETARY; DIRECTOR; SOLE SHAREHOLDER; PRESIDENT, TREASURER AND SECRETARY; DIRECTOR; SOLE SHAREHOLDER | — |
| WILSON MICHELE LEA | CFO, CCO | — |
| KLEIN SCOTT M | CHIEF OPERATING OFFICER | — |
| WILSON MICHELE L | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| PATTON MARK ALLEN | PRESIDENT, CCO, TREASURER AND SECRETARY; DIRECTOR; SOLE SHAREHOLDER | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| PATTON FLEX FUND, LP | Hedge Fund | Delaware | 84 | $542.8M | $250K |
| AUDACITY FUND, L.P. | Hedge Fund | Delaware | 20 | $95.8M | $250K |


## Fund service providers (1)

- administrator: NAV CONSULTING, INC. — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120533/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120533/similar
- Related entities: https://search.stillhousedata.com/firm/120533/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120533

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.