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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 17, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREER, STEPHANIE, DYNETTE | I | CHIEF OPERATING OFFICER | NA | Control |
| GREER, STEPHANIE, DYNETTE | I | CHIEF OPERATING OFFICER | NA | Control |
| GREER, STEPHANIE, DYNETTE | I | CHIEF OPERATING OFFICER | NA | Control |
| GREER, STEPHANIE, DYNETTE | I | CHIEF OPERATING OFFICER | NA | Control |
| GREER, STEPHANIE, DYNETTE | I | CHIEF OPERATING OFFICER | NA | Control |
| GREER, STEPHANIE, DYNETTE | I | CHIEF OPERATING OFFICER | NA | Control |
| GREER, STEPHANIE, DYNETTE | I | CHIEF OPERATING OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LESLIE, ROBERT, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCAVONE, CHARLES, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCAVONE, CHARLES, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCAVONE, CHARLES, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCAVONE, CHARLES, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCAVONE, CHARLES, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCAVONE, CHARLES, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCAVONE, CHARLES, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HANSLIK, TODD, EDWARD | I | CO-FOUNDER / CHIEF COMPLIANCE OFFICER | D | Control |
| HANSLIK, TODD, EDWARD | I | CO-FOUNDER | D | Control |
| HANSLIK, TODD, EDWARD | I | CO-FOUNDER | D | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | CO-FOUNDER | D | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | CO-FOUNDER | D | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | CO-FOUNDER | D | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | C | Control |
| HANSLIK, TODD, EDWARD | I | CO-FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | C | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | C | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | C | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | CO-FOUNDER | C | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | C | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | C | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| HANSLIK, TODD, EDWARD | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| JONES, ANNA MARIA | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| MURSKI, BILLIE, STANLEY | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
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| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| SWANTKOWSKI, JEFFREY, RONALD | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
| WEINSTEIN, DANA, NATHANIEL | I | PRINCIPAL | B | Control |
Registrations
Federal
IA
May 17, 2018 REGISTERED
Notice Filings (21)
AR AZ CA CO CT FL GA IL IN LA MI MO NC NH NJ NY OH TX VA VT WA
Address
1800 BERING DRIVESUITE 250
HOUSTON, TX 77057
United States
Phone: 713-344-9300