# PATRIOT WEALTH MANAGEMENT, INC.

PATRIOT WEALTH MANAGEMENT, INC. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 130447
- Type: SEC-registered investment adviser
- SEC file number: 801-62779
- Location: 1800 BERING DRIVE, SUITE 250, HOUSTON, TX, 77057
- Phone: 713-344-9300
- Latest filing: 2018-07-23
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $132.1M
- Clients: 15
- Accounts: 1,921

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| MURSKI BILLIE STANLEY | PRINCIPAL | — |
| HANSLIK TODD EDWARD | CO-FOUNDER; CO-FOUNDER / CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| SWANTKOWSKI JEFFREY RONALD | CO-FOUNDER; PRINCIPAL | — |
| WEINSTEIN DANA NATHANIEL | PRINCIPAL | — |
| JONES ANNA MARIA | PRINCIPAL | — |
| GREER STEPHANIE DYNETTE | CHIEF OPERATING OFFICER | — |
| SCAVONE CHARLES DAVID | CHIEF INVESTMENT OFFICER | — |
| HANSLIK TODD | PRESIDENT | — |
| LESLIE ROBERT CHARLES | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130447/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130447/similar
- Related entities: https://search.stillhousedata.com/firm/130447/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130447

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.