Overview
Assets Under Management: $1.9 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 393
Average Client Assets: $4.6 million
Frequently Asked Questions
PATRIOT WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130447), PATRIOT WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PATRIOT WEALTH MANAGEMENT, INC. is headquartered in HOUSTON, TX.
PATRIOT WEALTH MANAGEMENT, INC. serves 393 high-net-worth clients according to their SEC filing dated July 23, 2018. View client details ↓
According to their SEC Form ADV, PATRIOT WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PATRIOT WEALTH MANAGEMENT, INC. manages $1.9 billion in client assets according to their SEC filing dated July 23, 2018.
According to their SEC Form ADV, PATRIOT WEALTH MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 393
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.48%
Average Client Assets: $4.6 million
Total Client Accounts: 1,921
Discretionary Accounts: 1,768
Non-Discretionary Accounts: 153
Regulatory Filings
CRD Number: 130447
Filing ID: 1230910
Last Filing Date: 2018-07-23 17:12:00