# Patrick Ungashick

> Patrick Ungashick is a fee-only financial advisor at Persium Group in Atlanta, Georgia. Patrick focuses on founders (pre-exit) and small business owners. Persium Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-ungashick/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Persium Group
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $583.6M across 484 accounts
- **Specialties:** Founders (pre-exit), Small business owners
- **Works with:** Founders
- **CRD:** 3008861 (https://adviserinfo.sec.gov/individual/summary/3008861)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (1998), Series 65 (1999)
- **Firm size:** 13 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.persiumgroup.com

## Frequently asked questions

### Is Patrick Ungashick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Persium Group 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, Persium Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Patrick Ungashick based?

Patrick Ungashick is based in Atlanta, Georgia.

### What does Patrick specialize in?

Patrick's specialties include founders (pre-exit) and small business owners. Patrick works with founders.

### Is Patrick Ungashick registered with the SEC?

Yes. Patrick Ungashick is registered as an investment adviser representative in GA (CRD 3008861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Persium Group manage?

Persium Group reports $583.6M across 484 accounts in assets under management.

### How do I contact Patrick Ungashick?

Through Patrick's website, www.persiumgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3008861): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.persiumgroup.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.