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Patton Wealth Advisors

CRD 120533  ·  $977.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
120533
SEC number
801-88211
Firm type
RIA
Assets under management
$977.2M as of Mar 20, 2026
Website
www.linkedin.com/IN/MARK-PATTON-5771A11 ↗
Phone
214-234-9900
Address
Not yet retrieved from the source record

Advisors at this firm

1 in our index · page 1 of 1

  • Mark Allen PattonCRD 2492919 · Dallas, TX
    IA Registered
    Disclosure event(s) on record
1–1 of 1

Source & corrections

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SEC IAPD record for firm CRD 120533 ↗ FINRA BrokerCheck record for firm CRD 120533 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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