Mark Allen Patton
Investment adviser representative at Patton Wealth Advisors
34 yearsExperience
1 stateRegistered in
$977.2MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
34 years in the industry.
- Patton Wealth AdvisorsSep 2012 to now
- Patton Fund Management, Inc.Oct 1992 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (TX).
Patton Wealth Advisors
Legal name: Patton Fund Management, Inc.
$977.2MAssets managed
143Clients
1Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2492919
- Firm CRD
- 120533