Patrick John Rumoro
Investment adviser representative at Lfg Wealth Partners, LLC
15 yearsExperience
1 stateRegistered in
$190.7MFirm assets
2 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Lfg Wealth Partners, LLCJun 2024 to now
- Ae Wealth Management, LLCApr 2023 to Sep 2024
- Silver Oak SecuritiesNov 2021 to Mar 2023
- Magnate Advisory Services, LLCNov 2020 to Mar 2023
- Magnate Wealth Management LLCNov 2020 to Mar 2023
- UnemployedOct 2020 to Nov 2020
- Harshaw TraneAug 2019 to Oct 2020
- StudentJun 2011 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (KY).
Lfg Wealth Partners, LLC
$190.7MAssets managed
360Clients
11Advisers
2 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
- 7311485
- Firm CRD
- 331339