Hunt Wealth Management
43yrs
Top advisor by experience in Concord
11yrs
Based in Concord, California, Patrick Ward is a fiduciary financial advisor with 11 years of industry experience. Patrick joined Assetmark in 2018, after two years at Valic Financial Advisors. Assetmark offers investment management and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 178 advisors with offices in Concord, and one of 169 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?More experience than 51% of advisors at Assetmark
Office1655 Grant Street 10th Floor, Concord, CA 94520
FirmAssetmark
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$189,313
Advisors at the firm219
States licensed ?1 state
Services through Assetmark
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowAssetmark, Inc.Current firm
- Jun 2016 – May 2018Valic Financial Advisors, Inc.Previously
Contact Patrick
(800) 664-5345Assetmark main office 1655 Grant Street 10th FloorConcord, CA 94520Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Assetmark at (800) 664-5345 and ask for Patrick Ward. Patrick works from the Concord, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2016, about 11 years. More experience than 51% of advisors at Assetmark.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Assetmark reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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