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President, CCO, Treasurer and Secretary; Director; Sole Shareholder · Patton Wealth Advisors

Mark A. Patton

CRD 2492919 · Named on Form ADV at one SEC-registered adviser

At a glance

Patton Wealth Advisors, an SEC-registered private fund adviser with $977 million in regulatory assets, lists Mark A. Patton on its Form ADV as President, CCO, Treasurer and Secretary; Director; Sole Shareholder, a control person.

Firms and roles

  • Patton Wealth AdvisorsPresident, CCO, Treasurer and Secretary; Director; Sole ShareholderPrivate fund adviser · United States · $977M in regulatory assets

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.