Patriot Wealth Advisors LLC

RIAState Registered

Total AUM

$10.7M

Discretionary

$10.7M

100% of AUM

Avg account

$195K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sarasota, Florida
CRD number: 167357
Website: www.hammondassetmgt.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals85.05%
HNWI14.95%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Patriot Wealth Advisors LLC is an independent, Florida-registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party managers into its advisory offering. It also operates as an insurance broker, which it integrates with its planning and wealth management work. Patriot charges on a percentage‑of‑assets basis and can bill for advice on an hourly basis. The firm describes itself as a capital allocator and does not identify ESG investing as part of its practice.