RIA Intel›Advisers›Nevada›BAFFA JR. ROBERT PATRICK

BAFFA JR. ROBERT PATRICK

Advisory

NV

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NV
#125
of 130 advisers by AUM
Average account
$460K
across 134 accounts
AUM per adviser
$62M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$62M
Discretionary %
66%
Clients
41
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$62M
Discretionary AUM$41M
Non-Discretionary AUM$21M
Discretionary %66%
Total Clients41
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA, NV
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

ALCHEMY WEALTH MANAGEMENT LLC
$62M
OGARD CAPITAL MARKETS RESEARCH LLC
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SILVEROAK INVESTMENTS LIMITED-LIABILITY COMPANY
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+0.5% 1Y
EARL D. CRINITE, LTD.
LAS VEGAS, NV
$60M
CAVALOT CAPITAL LLC
INCLINE VILLAGE, NV
$64M
QTS RETIREMENT SERVICES LLC
LAS VEGAS, NV
$59M

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