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PATTON WEALTH ADVISORS

· CRD 120533 · IAPD ↗ · 214-234-9900

$977.2MRegulatory AUM
1Advisory reps
1Employees
17Clients
26-50Planning clients
2Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — PATTON WEALTH ADVISORS reported RAUM up 46% ($671.1M -> $977.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — PATTON WEALTH ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — PATTON WEALTH ADVISORS crossed $500M in regulatory AUM ($438.0M -> $593.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.