PATRIOT WEALTH MANAGEMENT, INC.

HOUSTON, Texas·8 registered advisors·CRD# 130447
SEC# 801-627790713-344-9300
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PATRIOT WEALTH MANAGEMENT, INC.

8 registered advisors
Anna Maria Jones
HOUSTON, Texas
Billie Stanley Murski
HOUSTON, Texas
Charles David Scavone
HOUSTON, Texas
Dana Nathaniel Weinstein
HOUSTON, Texas
Jeffrey Ronald Swantkowski
HOUSTON, Texas
Robert Charles Leslie
HOUSTON, Texas
Stephanie Dynette Greer
HOUSTON, Texas
Todd Edward Hanslik
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
8 advisors

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Data sourced from SEC Form ADV filings. PATRIOT WEALTH MANAGEMENT, INC. (CRD# 130447) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.