PATEL WEALTH STRATEGIES, INC.

PATEL WEALTH STRATEGIES, INC. of CHANDLER, AZ is an SEC-registered investment adviser (CRD 327723). Regulatory assets under management: $8.9M.

Registration

• CRD: 327723
• Type: Registered investment adviser
• Location: 3100 W RAY ROAD, CHANDLER, AZ, 85226
• Phone: 480-275-5219
• Latest filing: 2026-02-23
• Regulatory AUM: $8.9M
• Discretionary AUM: $2.1M
• Non-discretionary AUM: $6.8M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327723 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search