Farah Private Wealth Management
47yrs
Top advisor by experience in Costa Mesa
12yrs
Patrick Maxwell
Full name on record: Patrick Mitchell Maxwell
Financial advisor at Leisure Capital Management
Patrick Maxwell has worked in the financial industry for 12 years and is a financial advisor based in Costa Mesa, California. Patrick has been with Leisure Capital Management since 2014. Patrick holds the CFA designation.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office650 Town Center Dr. Suite 880, Costa Mesa, CA 92626
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$2.49 million
Advisors at the firm5
States licensed ?1 state
Services through Leisure Capital Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2014 – nowLeisure Capital Management, Inc.Current firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Leisure Capital Management at (714) 384-4050 and ask for Patrick Maxwell. Patrick works from the Costa Mesa, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Patrick hold?
No exams are listed on the official record.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Leisure Capital Management reports being paid by a percentage of the assets they manage, hourly 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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