Patria Wealth Group
Finance · Delaware, United States · 1-10 Employees
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Overview
Headquarters
501 Silverside Rd Ste 31, Wilmington, De...Phone Number
(877) 236-3705Website
www.patriawealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Patria Wealth Group
Patria Wealth Group is a financial planning and insurance firm headquartered in Wilmington, Delaware. The company provides a range of services for private individuals, including retirement planning, life insurance, college financial planning, Social Security and Medicare guidance, and family legacy planning. It serves clients across Delaware, New Jersey, Pennsylvania, and Northern Maryland. The firm operates as an independent agency to offer products from multiple vendors and provides investment advisory services through Impact Partnership Wealth, LLC, a Registered Investment Adviser. Additionally, the company utilizes Market Guard to provide investment signals and portfolio allocation recommendations.Explore more
Patria Wealth Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Patria Wealth Group
<$5M
1-10
Private
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JP
Jarred PolitarhosVice President, Director of Operations and Financial Professional
Company Profile Activity
Activity Insights
Patria Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Patria Wealth Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Patria Wealth Group.
Patria Wealth Group Tech Stack
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Patria Wealth Group is a financial planning and insurance firm headquartered in Wilmington, Delaware. The company provides a range of services for private individuals, including retirement planning, life insurance, college financial planning, Social Security and Medicare guidance, and family legacy planning. It serves clients across Delaware, New J... Read More
