What departments does Patina Wealth LLC have?

Patina Wealth LLC has employees across 2 departments including Administrative, Finance.

What is the largest department at Patina Wealth LLC?

The largest department at Patina Wealth LLC is Administrative with 1 employees.

Where are Patina Wealth LLC employees located globally?

Patina Wealth LLC has employees across 1 continents and 1 countries including United States Of America.

How has Patina Wealth LLC's team size changed over time?

Patina Wealth LLC's team has remained stable from approximately 2 to 2 employees based on available data.

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Patina Wealth LLC Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Patina Wealth LLC is a small financial services firm that operates as an independent registered investment adviser. It maintains offices in Crozet and Charlottesville, as well as Richmond, all in Virginia. As a fiduciary, the firm emphasizes designing customized portfolios that align with clients' best interests.

By focusing on client-centered, independent investment management, Patina Wealth fits within the fiduciary segment of the financial services industry. The firm aims to tailor portfolios to individual goals and circumstances, providing guidance that reflects each client’s objectives.

Patina Wealth LLC Global Highlights

North America
2

United States Of America
2

Patina Wealth LLC's Leadership

S. H.
Founder | Private Wealth Advisor | Fiduciary
Mobile Phone
Email
J. M.
Director - Investment Advisor
Mobile Phone
Email

Patina Wealth LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Patina Wealth LLC

Name

Title

Contact Info

Location

Last Update

S. H.
Founder | Private Wealth Advisor | Fiduciary
Mobile Phone
Email
United StatesVirginia
Nov 19, 2025
J. M.
Director - Investment Advisor
Mobile Phone
Email
United StatesVirginia
Oct 10, 2024

Frequently Asked Questions

What is Patina Wealth LLC known for?

Patina Wealth LLC was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 3190 Court Mont Way Crozet, Virginia 22932 United States. Explore Patina Wealth LLC's company overview page for more information.

What is Patina Wealth LLC's most common email format?

Patina Wealth LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Patina Wealth LLC email formats with LeadIQ.

How many employees does Patina Wealth LLC have currently?

Patina Wealth LLC has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Patina Wealth LLC's key employees and leadership?

As of May 2026, Patina Wealth LLC's key employees include:

Founder | Private Wealth Advisor | Fiduciary: S. H.
Director - Investment Advisor: J. M.

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Patina Wealth LLC Employee Directory

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