John Mumper
Patina Wealth · Richmond, Virginia
John Mumper is a fee-only financial advisor at Patina Wealth in Richmond, Virginia. John focuses on retirement planning and small business owners. Patina Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Patina Wealth |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $129.2M across 356 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 6955384 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.patinawealth.com |
| Profile |
How John's firm compares
- Patina Wealth's average account is about $363,000, from its Form ADV (assets managed divided by 356 accounts).
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Questions about John
Is John Mumper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Patina Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Patina Wealth, reports charging a percentage of assets on its SEC Form ADV.
Does John work with clients virtually?
Yes. Patina Wealth says on its website that it works with clients remotely.
Where is John Mumper based?
John Mumper is based in Richmond, Virginia.
What does John specialize in?
John's specialties include retirement planning and small business owners. John works with retirees and pre-retirees.
Is John Mumper registered with the SEC?
Yes. John Mumper is registered as an investment adviser representative in TX and VA (CRD 6955384), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Patina Wealth manage?
Patina Wealth reports $129.2M across 356 accounts in assets under management.
How do I contact John Mumper?
Through John's website, www.patinawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Patina Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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