Patrick Ungashick
Persium Group · Atlanta, Georgia
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Persium Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $583.6M across 484 accounts |
| SEC registration | Investment adviser representative in GA · CRD 3008861 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.persiumgroup.com |
How Patrick's firm compares
- Persium Group's average account is about $1.2 million, from its Form ADV (assets managed divided by 484 accounts).
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Questions about Patrick
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.
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
- Persium Group 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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