Mary Patch
Atlatl Advisers · Madison, Wisconsin
Mary Patch is a fee-only financial advisor at Atlatl Advisers in Madison, Wisconsin. Mary focuses on retirement planning, estate & legacy planning and tax planning. Atlatl Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Atlatl Advisers |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $392.7M across 1,124 accounts |
| SEC registration | Investment adviser representative in IA, WI · CRD 2953723 |
| Exams passed | Series 63 (1998) · Series 65 (2001) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | atlatladvisers.com |
| Profile |
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Questions about Mary
Is Mary Patch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Atlatl Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Atlatl Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mary Patch based?
Mary Patch is based in Madison, Wisconsin.
What does Mary specialize in?
Mary's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Mary works with ultra high net worth, multi-generational families and founders.
Is Mary Patch registered with the SEC?
Yes. Mary Patch is registered as an investment adviser representative in IA and WI (CRD 2953723), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atlatl Advisers manage?
Atlatl Advisers reports $392.7M across 1,124 accounts in assets under management.
How do I contact Mary Patch?
Through Mary's website, atlatladvisers.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
- Atlatl Advisers 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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