LP Profile

Patton Wealth Advisors

Also known as patton wealth

Wealth ManagerDallas, United StatesFounded 1992
Dallas
Headquarters
Investment Focus

About Patton Wealth Advisors

Patton Wealth Advisors is a wealth manager based in Dallas, US. Founded in 1992.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Patton Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$977.2M
Total Clients
273
Filing Date
March 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Patton Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Patton Wealth Advisors?

Patton Wealth Advisors is a wealth manager based in Dallas, United States.

Where is Patton Wealth Advisors headquartered?

Patton Wealth Advisors is headquartered in Dallas, United States.

When was Patton Wealth Advisors founded?

Patton Wealth Advisors was founded in 1992.

How can I contact Patton Wealth Advisors?

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