Patron Partners, LLC
SEC RegisteredBringing Your Wealth to Life
About the firm
At Patron Partners, the vision is to live through peace, purpose, and possibilities, helping people connect what they have with what they're truly here to do. The firm's mission is to redefine wealth management — moving beyond numbers to a practice that connects resources with meaning, values, and vision for a life well lived. Patron Partners operates as a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Patron Partners offers wealth management services including financial planning, retirement planning, 401(k) rollovers, education funding planning (529 plans, UTMAs), philanthropic services (endowments, foundations, donor advised funds), estate planning strategies, trust accounts, business planning, succession planning, cash management, corporate retirement plans, lending products, and professional portfolio management spanning asset management, alternative investments, fixed income, life insurance, real estate, values-based funds, private equity, structured products, long/short funds, and annuities.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 73 | $37M |
| High Net Worth Individuals | 86 | $270M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patron Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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