Investment adviser · CRD 130447
PATRIOT WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Jul 23, 2018
- Regulatory AUM
- $1.86B Form ADV · Item 5.F
- Client accounts
- 1,921 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 393 | $1,798,345,771 | 96.5% |
| Individuals | 157 | $61,422,013 | 3.3% |
| Other investment advisers | 5 | $4,263,547 | 0.2% |
Filing source
Form ADV 1230910 · Jul 23, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 23, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1800 BERING DRIVE, SUITE 250HOUSTON, TX, 77057, United States
CRD 130447
Filing source
Form ADV 1230910 · Jul 23, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.