What departments does Patriot Wealth have?

Patriot Wealth has employees across 1 departments including Finance.

What is the largest department at Patriot Wealth?

The largest department at Patriot Wealth is Finance with 2 employees.

Where are Patriot Wealth employees located globally?

Patriot Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Patriot Wealth's team size changed over time?

Patriot Wealth's team has remained stable from approximately 4 to 4 employees based on available data.

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Patriot Wealth Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Patriot Wealth is a small financial services firm based in the North Hills district of Raleigh, North Carolina. It centers its practice on retirement planning, aiming to help clients work toward their retirement goals. Investment advisory services are delivered through Retirement Wealth Advisors, and Patriot Wealth is not affiliated with RWA. The firm operates within a heavily regulated industry, reflecting the compliance standards common to financial advisory work. Its geographic focus is the Raleigh area, where it provides services to residents and professionals seeking retirement guidance.

Patriot Wealth Global Highlights

North America
6

United States Of America
6

Patriot Wealth's Leadership

R. W.
Senior Advisor & Tax Planner
Mobile Phone
Email
W. W.
Principal Advisor
Mobile Phone
Email
A. K.
Financial Planning Specialist
Mobile Phone
Email
J. L.
Investment Client Service Specialist
Mobile Phone
Email
J. L.
Client Services Specialist
Mobile Phone
Email

Patriot Wealth Employee Metrics

100%

50%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from Patriot Wealth

Name

Title

Contact Info

Location

Last Update

R. W.
Senior Advisor & Tax Planner
Mobile Phone
Email
United StatesNorth Carolina
Feb 16, 2026
W. W.
Principal Advisor
Mobile Phone
Email
Apr 15, 2026
A. K.
Financial Planning Specialist
Mobile Phone
Email
United StatesNorth Carolina
Sep 27, 2024
J. L.
Investment Client Service Specialist
Mobile Phone
Email
United StatesNorth Carolina
Oct 21, 2024
J. L.
Client Services Specialist
Mobile Phone
Email
Oct 08, 2025

Frequently Asked Questions

What is Patriot Wealth known for?

Patriot Wealth operates in the Financial Services industry. The company's main headquarters is located in 4350 Lassiter at North Hills Avenue Suite 330 Raleigh, North Carolina 27609 United States; you can contact the main corporate office by phone at

+1-919-322-****

. Explore Patriot Wealth's company overview page for more information.

What is Patriot Wealth's most common email format?

Patriot Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Patriot Wealth email formats with LeadIQ.

How many employees does Patriot Wealth have currently?

Patriot Wealth has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Patriot Wealth's key employees and leadership?

As of May 2026, Patriot Wealth's key employees include:

Senior Advisor & Tax Planner: R. W.
Principal Advisor: W. W.
Financial Planning Specialist: A. K.
Investment Client Service Specialist: J. L.
Client Services Specialist: J. L.

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Patriot Wealth Employee Directory

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