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Building 2PATRIOT WEALTH MANAGEMENT, INC.

Map pinHOUSTON, TX
Phone713-344-9300
NotebookSEC #801-62779
Total AUM
$1.9B
Employees
15
Clients
555

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 BERING DRIVE
SUITE 250
HOUSTON
TX 77057
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
713-344-9300

ReceiptFinancials

Total AUM
$1.9B
Accounts
1,921
Discretionary
$1.7B
Accounts
1,768
Non-Discretionary
$132.1M
Accounts
153

ContactClients

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Individual Clients
157
AUM
$61.4M
HNW Individual Clients
393
AUM
$1.8B
Investment Advisor Clients
5
AUM
$4.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTFLGAILINLAMIMONCNHNJNYOHTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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