Patriot Wealth Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Let’s create the retirement you dream about, together. 
Our office is nestled in the North Hills district of Raleigh, NC.  









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Investment Advisory Services are offered through Retirement Wealth Advisors (RWA). Patriot Wealth and RWA are not affiliated.

Find Patriot Wealth employees' phone numbers or email addresses

Patriot Wealth Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Patriot Wealth's Leadership

  • Stylized image of a person
    R. W.
    Senior Advisor & Tax Planner
    Phone icon
  • Stylized image of a person
    W. W.
    Principal Advisor
    Phone icon
  • Stylized image of a person
    A. K.
    Financial Planning Specialist
    Phone icon
  • Stylized image of a person
    J. L.
    Investment Client Service Specialist
    Phone icon
  • Stylized image of a person
    J. L.
    Client Services Specialist
    Phone icon

Patriot Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Patriot Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. W.
    Senior Advisor & Tax Planner
    Phone icon
    United StatesNorth Carolina
    Feb 16, 2026
  • Stylized image of a person
    W. W.
    Principal Advisor
    Phone icon
    Nov 15, 2025
  • Stylized image of a person
    A. K.
    Financial Planning Specialist
    Phone icon
    United StatesNorth Carolina
    Sep 27, 2024
  • Stylized image of a person
    J. L.
    Investment Client Service Specialist
    Phone icon
    United StatesNorth Carolina
    Oct 21, 2024
  • Stylized image of a person
    J. L.
    Client Services Specialist
    Phone icon
    Oct 08, 2025

Frequently Asked Questions

What is Patriot Wealth known for?

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Patriot Wealth operates in the Financial Services industry. The company's main headquarters is located in 4350 Lassiter at North Hills Avenue Suite 240 Raleigh, North Carolina United States; you can contact the main corporate office by phone at . Explore Patriot Wealth's company overview page for more information.

What is Patriot Wealth's most common email format?

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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?

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

Who are Patriot Wealth's key employees and leadership?

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As of February 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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