PATRIOT WEALTH PLANNERS LLC

PATRIOT WEALTH PLANNERS LLC of MAUMEE, OH is an SEC-registered investment adviser (CRD 328307).

Registration

• CRD: 328307
• Type: Registered investment adviser
• Location: 1700 WOODLANDS DR, MAUMEE, OH, 43537
• Phone: 419-482-8051
• Latest filing: 2026-04-06
• Clients: 1

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328307 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search