PATRIOT WEALTH MANAGEMENT, INC.
CRD #130447 SEC #801-62779 HOUSTON, TX 713-344-9300
SEC Registered
Total AUM
$1.9B
Discretionary
$1.7B
Employees
15
Clients
251
Accounts
1,921
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2018 | $1.9B | $1.7B | $132.1M | 15 | 555 |
| Jul 2018 | $1.9B | $1.7B | $132.1M | 15 | 555 |
| May 2018 | $1.9B | $1.7B | $132.1M | 15 | 555 |
| Feb 2018 | $1.9B | $1.7B | $132.1M | 15 | 555 |
| Feb 2017 | $1.6B | $1.5B | $127.5M | 15 | 600 |
| Jan 2017 | $1.5B | $1.3B | $167M | 15 | 600 |
| Aug 2016 | $1.5B | $1.3B | $167M | 15 | 600 |
| Jun 2016 | $1.5B | $1.3B | $167M | 15 | 600 |
| Mar 2016 | $1.5B | $1.3B | $167M | 15 | 600 |
| Oct 2015 | $1.4B | $1.3B | $118.2M | 13 | 600 |
| Sep 2015 | $1.4B | $1.3B | $118.2M | 13 | 600 |
| Apr 2015 | $1.4B | $1.3B | $118.2M | 13 | 600 |
| Mar 2015 | $1.4B | $1.3B | $118.2M | 13 | 600 |
| Aug 2014 | $1.2B | $1.1B | $123.5M | 13 | 300 |
| Jun 2014 | $1.2B | $1.1B | $123.5M | 13 | 300 |
| Mar 2014 | $1.2B | $1.1B | $123.5M | 13 | 300 |
| Aug 2013 | $1.1B | $1B | $85.6M | 13 | 300 |
| Jul 2013 | $1.1B | $1B | $85.6M | 13 | 300 |
| Mar 2013 | $1.1B | $1B | $85.6M | 13 | 300 |
| Feb 2013 | $1.1B | $1B | $85.6M | 13 | 300 |
| Mar 2012 | $842.5M | $819.2M | $23.3M | 11 | 300 |
| Apr 2011 | $733.7M | $678.4M | $55.3M | -- | -- |
| Mar 2010 | $621.7M | $621.7M | $0 | -- | -- |
| Mar 2010 | $498.5M | $498.5M | $0 | -- | -- |
| Apr 2009 | $498.5M | $498.5M | $0 | -- | -- |
| Mar 2009 | $498.5M | $498.5M | $0 | -- | -- |
| Mar 2008 | $509.1M | $509.1M | $0 | -- | -- |
| Apr 2007 | $453.4M | $453.4M | $0 | -- | -- |
| Mar 2007 | $453.4M | $453.4M | $0 | 5 | -- |
| Mar 2006 | $274.5M | $274.5M | $0 | 5 | -- |
| Sep 2005 | $228M | $228M | $0 | 5 | -- |
| Feb 2005 | $160M | $160M | $0 | 5 | -- |
| Aug 2004 | $64M | $64M | $0 | 5 | -- |
DateJul 2018
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$132.1M
Employees15
Clients555
DateJul 2018
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$132.1M
Employees15
Clients555
DateMay 2018
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$132.1M
Employees15
Clients555
DateFeb 2018
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$132.1M
Employees15
Clients555
DateFeb 2017
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$127.5M
Employees15
Clients600
DateJan 2017
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$167M
Employees15
Clients600
DateAug 2016
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$167M
Employees15
Clients600
DateJun 2016
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$167M
Employees15
Clients600
DateMar 2016
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$167M
Employees15
Clients600
DateOct 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$118.2M
Employees13
Clients600
DateSep 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$118.2M
Employees13
Clients600
DateApr 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$118.2M
Employees13
Clients600
DateMar 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$118.2M
Employees13
Clients600
DateAug 2014
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$123.5M
Employees13
Clients300
DateJun 2014
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$123.5M
Employees13
Clients300
DateMar 2014
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$123.5M
Employees13
Clients300
DateAug 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.6M
Employees13
Clients300
DateJul 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.6M
Employees13
Clients300
DateMar 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.6M
Employees13
Clients300
DateFeb 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.6M
Employees13
Clients300
DateMar 2012
Total AUM$842.5M
Discretionary$819.2M
Non-Disc.$23.3M
Employees11
Clients300
DateApr 2011
Total AUM$733.7M
Discretionary$678.4M
Non-Disc.$55.3M
Employees--
Clients--
DateMar 2010
Total AUM$621.7M
Discretionary$621.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$498.5M
Discretionary$498.5M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$498.5M
Discretionary$498.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$498.5M
Discretionary$498.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$509.1M
Discretionary$509.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$453.4M
Discretionary$453.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$453.4M
Discretionary$453.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$274.5M
Discretionary$274.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees5
Clients--