Patrick Thuemmel
Samalin Wealth · Coppell, Texas
Patrick Thuemmel is a fee-only financial advisor at Samalin Wealth in Coppell, Texas, who holds the CFP credential. Samalin Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Samalin Wealth |
|---|---|
| Based in | Coppell, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $490.5M across 1,289 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4902700 |
| Exams passed | Series 66 (2006) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.samalinwealth.com |
How Patrick's firm compares
- Samalin Wealth's average account is about $381,000, from its Form ADV (assets managed divided by 1,289 accounts).
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Questions about Patrick
Is Patrick Thuemmel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Samalin Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Samalin Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Thuemmel based?
Patrick Thuemmel is based in Coppell, Texas.
What credentials does Patrick Thuemmel hold?
Patrick Thuemmel holds the CFP credential.
Is Patrick Thuemmel registered with the SEC?
Yes. Patrick Thuemmel is registered as an investment adviser representative in TX (CRD 4902700), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Samalin Wealth manage?
Samalin Wealth reports $490.5M across 1,289 accounts in assets under management.
How do I contact Patrick Thuemmel?
Through Patrick's website, www.samalinwealth.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
- 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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