PATRIOT WEALTH PLANNERS LLC

Phone

419-482-8051

Fax

—

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 95 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-04-06

Disciplinary history

No