Patriot Wealth Management Inc

  • Investment Bank/Securities Brokerage
  • Houston TX
  • 5 employees
  • Investment Management
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Company Overview

Website
patriotwealth.com
Employees
5
Founded in
2004
Industry
Investment Bank/Securities Brokerage
SIC Code
6722 - Management Investment Offices, Open-end
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Financials & Stats

Revenue

$10B

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Recent News & Media

Patriot Wealth Management, Inc.

  • Jul 10, 2025
  • finviz.com

Andrew Kulha

  • Mar 1, 2022
  • missionwealth.com

Austin Kobilka

  • Sep 29, 2020
  • patriotwealthnc.com

Sydney Motes, CPA, CFP® | Senior Wealth Advisor in Houston

  • Jun 25, 2020
  • marinerwealthadvisors.com

PATRIOT WEALTH MANAGEMENT, INC. - Investment Adviser Firm

  • Mar 2, 2020
  • adviserinfo.sec.gov

Mariner Wealth picks up $285M in AUM as national expansion plan rolls on

  • Feb 20, 2019
  • bizjournals.com

Who is Patriot Wealth Management Inc

Patriot Wealth Management Inc. is a financial management firm based in Houston, Texas. As an SEC Registered Investment Advisor, they employ 5 individuals and generate revenue exceeding $10,000 annually. The company offers a range of financial services designed to help clients achieve their financial goals. Patriot Wealth Management specializes in providing objective financial advice tailored to each client's unique circumstances. They build and manage equity, fixed income, and balanced portfolios, aligning investment strategies with clearly defined client objectives. Their investment management approach is guided by client-specific guidelines. A key differentiator for Patriot Wealth Management is their Fee-Only™ structure. This means they do not earn commissions or sell financial products, ensuring that their recommendations are always in the best interest of their clients. For comprehensive financial management solutions, contact Patriot Wealth Management Inc. at patriotwealth.com.

Patriot Wealth Management Inc Industry Tags

Investment Management
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10M 4 New York, NY 2015
10M 18 New York, NY 2001
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FAQ

What is the location of Patriot Wealth Management Inc's headquarters?
The headquarters of Patriot Wealth Management Inc are situated at 1800 Bering, Houston TX
What is Patriot Wealth Management Inc's official website?
The official website of Patriot Wealth Management Inc can be found at patriotwealth.com.
What is Patriot Wealth Management Inc's current revenue?
As of October 2021, Patriot Wealth Management Inc's annual revenue reached $10B.
How many employees does Patriot Wealth Management Inc currently have?
Patriot Wealth Management Inc employs approximately 5+ people as of October 2021
Which industries is Patriot Wealth Management Inc primarily operating in?
Patriot Wealth Management Inc operates in the following industries: Investment Management
What are Patriot Wealth Management Inc's industry tags?
Patriot Wealth Management Inc's industry tags include: Investment Management
When was Patriot Wealth Management Inc founded?
Patriot Wealth Management Inc was founded in 2004.

Employee Directory

Key Employees

Sydney Motes

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