Patrick Wilson Holmes
Investment adviser representative at Portfolio Medics, LLC
13 yearsExperience
1 stateRegistered in
$780.5MFirm assets
8 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Seven Two Wealth PartnersOct 2025 to now
- C Rice and AssociatesDec 2020 to now
- Portfolio Medics, LLCAug 2020 to now
- Seven Two AdvisorsApr 2023 to Oct 2025
- Kaizen FoundationApr 2023 to Aug 2024
- Seven Two InsuranceJun 2020 to Oct 2025
- Wallace FramingJan 2020 to Nov 2025
- UpsNov 2019 to Dec 2019
- Park Avenue SecuritiesFeb 2019 to Nov 2019
- Consolidated Guardian Life Insurance CompanyNov 2018 to Nov 2019
- Papa Johns USA IncJul 2018 to Aug 2018
- State Employees Credit UnionAug 2013 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
Portfolio Medics, LLC
$780.5MAssets managed
2,929Clients
82Advisers
8 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
- 7028493
- Firm CRD
- 145958