Patina Wealth LLC Employee Directory

Q: What is Patina Wealth LLC known for?

Patina Wealth LLC was founded in 2016. Patina Wealth LLC operates in the Financial Services industry.

Q: How many employees does Patina Wealth LLC have currently?

Patina Wealth LLC has approximately 2 employees.

Financial ServicesVirginia, United States2-10 Employees

Patina Wealth is an independent Registered Investment Advisory firm with offices in Crozet/Charlottesville and Richmond, VA. As a fiduciary, we focus on building customized portfolios that are in our clients' best interest.

Find Patina Wealth LLC employees' phone numbers or email addresses

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 26, 2025

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 February 2026. These team members are located across 1 continents, including North America.

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

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

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

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.