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Patriot Wealth Planners LLC
Patriot Wealth Planners LLC is an SEC-registered investment adviser in Maumee, OH. It has one employee and one investment adviser. The firm is based in Ohio.
Patriot Wealth Planners LLC
Patriot Wealth Planners LLC is an SEC-registered investment adviser in Maumee, OH. It has one employee and one investment adviser. The firm is based in Ohio.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Frequently asked questions
Who runs investment decisions at Patriot Wealth Planners LLC?
The firm's specific investment committee or lead advisor is not publicly disclosed. As an RIA, Patriot Wealth Planners LLC likely designates a Chief Compliance Officer and one or more investment advisor representatives to oversee client portfolios.
Is Patriot Wealth Planners LLC a single-family office?
No. Patriot Wealth Planners LLC is registered as a federal or state investment adviser under the Investment Advisers Act, indicating it serves multiple clients rather than managing capital for a single family. This structure is distinct from a family office.
What investment stages does Patriot Wealth Planners LLC typically target?
Public record does not confirm specific stage targets. As a financial planning RIA, the firm likely focuses on publicly traded securities and liquid assets rather than venture-stage or private equity investments.
Does Patriot Wealth Planners LLC participate in fund commitments or only direct deals?
No public information documents fund commitments or direct deal participation. The firm's RIA registration suggests it primarily manages separate accounts and does not operate a fund structure.
Where does the underlying wealth come from for Patriot Wealth Planners LLC clients?
Wealth origin is not disclosed. Given the firm's name and non-institutional posture, clients are likely individuals or families who accumulated wealth through professional careers, business ownership, or inheritance.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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