Updated:
Patriot Wealth Planners LLC
Patriot Wealth Planners is an Investment Advisor in the State of Ohio. Scott Osborn is an Independent and Fiduciary Wealth Planner. The firm helps clients...
Patriot Wealth Planners LLC
Patriot Wealth Planners is an Investment Advisor in the State of Ohio. Scott Osborn is an Independent and Fiduciary Wealth Planner. The firm helps clients develop a clear, simple strategy and hold them accountable to implement it; gain confidence in their investment philosophy and behavior; proactively reduce their lifetime tax burden; build clear income plans for retirement; contingency plan for death, disability, and nursing home stays; and make better decisions about their money.
General information
Firm type
RIA
Location
Region
North America
City
Maumee
Principals
Scott Osborn
Independent & Fiduciary Wealth Planner
Frequently asked questions
What is Patriot Wealth Planners LLC?
Patriot Wealth Planners LLC is a ria headquartered in Maumee.
Where is Patriot Wealth Planners LLC headquartered?
Patriot Wealth Planners LLC is headquartered in Maumee, in the North America region.
What does Altss track for Patriot Wealth Planners LLC?
Altss maintains an OSINT-verified profile of Patriot Wealth Planners LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Patriot Wealth Planners LLC's website?
Patriot Wealth Planners LLC's public website is patriotwealthplanners.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Patriot Wealth Planners LLC?
Patriot Wealth Planners LLC is classified by Altss as a RIA within the North America region.
How does Altss source intelligence on Patriot Wealth Planners LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Patriot Wealth Planners LLC's Altss profile last updated?
Patriot Wealth Planners LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: