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PATTON WEALTH ADVISORS
PATTON FUND MANAGEMENT, INC.
CRD 120533 · SEC 801-88211
CA, United States
Phone
214-234-9900
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$977.2M
Discretionary AUM
$977.2M
Team
1 total employees; 1 advisory reps; 17 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Performance-based fees; ADMINISTRATIVE FEE EXPENSES AND REIMBURSEMENT OF EXPENSES
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $21.6M |
| High net worth individuals | 84 | $269.9M |
| Pooled investment vehicles | 2 | $641.3M |
| Pension/profit sharing plans | 10 | $43.9M |
| Charitable organizations | 1 | $374K |
States served
CA, IN, LA, NV, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD