RIA Intel›Advisers›California›FATA PATRICIA

FATA PATRICIA

Advisory

TIBURON, CA

Data as of Mar 21, 2026 · Source: SEC Form ADV

Rank in CA

#3,449

of 5,480 advisers by AUM

Average account

$1M

across 44 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 21, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

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

HAYES HART CPA'S WEALTH MANAGEMENT, INC

$50M

KOCH CAPITAL MANAGEMENT LLC

$50M

GOLDSMITH & SZABO LLC

$50M

ROBERT SOMERVILLE KELLING JR.

$50M

LIGHTHOUSE ASSET MANAGEMENT CORP

$51M

STONE & YOUNGBERG LLC

SAN FRANCISCO, CA

$50M

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