Patel Wealth Strategies, Inc.

Patel Wealth Strategies, Inc. (CRD# 327723) is a financial advisory firm headquartered in Chandler, AZ. They manage $6,799,638 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1490 S Price Rd., Ste 111a, Chandler, AZ 85286
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $130,762
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, IA

Financial Advisors at Patel Wealth Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michelle Patel, financial advisor Chandler AZ
Michelle L. Patel
CRD#: 4560278
1490 S Price Rd., Ste 111a, Chandler, AZ 85286

Michelle Patel (CRD# 4560278) is an Investment Advisor Representative working at Patel Wealth Strategies, Inc. in Chandler, AZ and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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