PATRIOT WEALTH MANAGEMENT, INC.
SEC file number 801-62779
· HOUSTON, TX
https://patriotsoftware.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.86B
Discretionary AUM
$1.73B
Employees
15
Clients
555
Firm
- Address
- 1800 BERING DRIVE
HOUSTON, TX 77057 - Phone
- —
- Website
- https://patriotsoftware.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
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US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Everwise Private Wealth Management Ltd. · D · Nov 19, 2025
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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