PATINA WEALTH LLC
PATINA WEALTH LLC is an SEC-registered investment adviser (CRD 283813). Regulatory assets under management: $129.2M.
Registration
- CRD: 283813
- SEC file number: 801-136943
- Type: Registered investment adviser
- Phone: 434-282-4284
- Latest filing: 2026-07-27
- Regulatory AUM: $129.2M
- Discretionary AUM: $119.1M
- Non-discretionary AUM: $10.0M
- Clients: 2
- Accounts: 356
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Samuel Carter Harris | PRINCIPAL/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
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