P
CRD: 327723
Patel Wealth Strategies, Inc.
Chandler, AZ, 85226
4802755219
$8.9M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · American Funds · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2023
- Office Locations
- 1
Office Locations
3100 W RAY Road Suite 201 Chandler AZ
About Patel Wealth Strategies, Inc.
Patel Wealth Strategies, Inc. is a Chandler-based RIA. The firm has been operating for 2 years. Managing $8.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and American Funds. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
55 AVG AGE
$8.9M AVG AUM / ADVISOR
$193.7K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Ridge Alpha
Client Personas
Prime
Investment Themes
Value frontier Pathway
Investment Vehicles
Foundation
Services
Signal atlas Beacon Frontier oak Frontier Vector zenith
Owner & Executives
MICHELLE LYNN PATEL
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4560278
- Ownership
- 75% or more
(573) 578-6920
alpha.atlas@valuecapital.com
in linkedin.com/in/wave-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,132,636 | -- |
| Non-Discretionary | $6,776,652 | -- |
| Total | $8,909,288 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,909,288
Public Funds:
53.6% Cash:
46.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,584,248,709 | 53.6% |
| Cash | $3,968,454,107 | 46.4% |
| Total | $8,552,702,816 | 100.0% |