Patriot Wealth Management, Inc.

Patriot Wealth Management, Inc. (CRD# 130447) is a financial advisory firm headquartered in Houston, TX. They manage $1,450,788,000 in 1,777 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,451
    MILLION
  • Total Number of Accounts
    1,777
    ACCOUNTS
  • Average Account Value
    $816,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, FL, GA, IL, IN, LA, MI, MO, NC, NJ, NY, OH, TX, VA, VT

Financial Advisors at Patriot Wealth Management, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Todd E. Hanslik
CRD#: 2631312
1800 Bering Drive, Suite 250, Houston, TX 77057
96
Wealthminder
score

Todd Hanslik (CRD# 2631312) is an Investment Advisor Representative working at Patriot Wealth Management, Inc. in Houston, TX and has over 21 years of experience in the finance industry.

2
Sydney A. Motes
CRD#: 2417558
1800 Bering Drive, Suite 250, Houston, TX 77057
96
Wealthminder
score

Sydney Motes (CRD# 2417558) is an Investment Advisor Representative working at Patriot Wealth Management, Inc. in Houston, TX and has over 12 years of experience in the finance industry. Sydney Motes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Clark M. Blackman
CRD#: 5979102
1800 Bering Drive, Suite 250, Houston, TX 77057
93
Wealthminder
score

Clark Blackman (CRD# 5979102) is an Investment Advisor Representative working at Patriot Wealth Management, Inc. in Houston, TX and has over 4 years of experience in the finance industry. Clark Blackman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael D. Contant
CRD#: 4638180
1800 Bering Drive, Suite 250, Houston, TX 77057
93
Wealthminder
score

Michael Contant (CRD# 4638180) is an Investment Advisor Representative working at Patriot Wealth Management, Inc. in Houston, TX and has over 14 years of experience in the finance industry.

5
Larry O. Knowles
CRD#: 4569337
1800 Bering Drive, Suite 250, Houston, TX 77057
93
Wealthminder
score

Larry Knowles (CRD# 4569337) is an Investment Advisor Representative working at Patriot Wealth Management, Inc. in Houston, TX and has over 14 years of experience in the finance industry. Larry Knowles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Gerard M. Pollard
CRD#: 1489343
1800 Bering Drive, Suite 250, Houston, TX 77057
93
Wealthminder
score

Gerard Pollard (CRD# 1489343) is an Investment Advisor Representative working at Patriot Wealth Management, Inc. in Houston, TX and has over 30 years of experience in the finance industry.

7
Jeffrey R. Swantkowski
CRD#: 4764230
1800 Bering Drive, Suite 250, Houston, TX 77057
93
Wealthminder
score

Jeffrey Swantkowski (CRD# 4764230) is an Investment Advisor Representative working at Patriot Wealth Management, Inc. in Houston, TX and has over 12 years of experience in the finance industry.

8
Dana N. Weinstein
CRD#: 2621259
1800 Bering Drive, Suite 250, Houston, TX 77057
93
Wealthminder
score

Dana Weinstein (CRD# 2621259) is an Investment Advisor Representative working at Patriot Wealth Management, Inc. in Houston, TX and has over 21 years of experience in the finance industry.

9
Anna Maria Jones
CRD#: 4857924
1800 Bering Drive, Suite 250, Houston, TX 77057
90
Wealthminder
score

Anna Maria Jones (CRD# 4857924) is an Investment Advisor Representative working at Patriot Wealth Management, Inc. in Houston, TX and has 1 year of experience in the finance industry. Anna Maria Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Robert C. Leslie
CRD#: 3070146
1800 Bering Drive, Suite 250, Houston, TX 77057
90
Wealthminder
score

Robert Leslie (CRD# 3070146) is an Investment Advisor Representative working at Patriot Wealth Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.

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