PATEL WEALTH STRATEGIES, INC.

Overview

Patel Wealth Strategies, Inc. is a small, independent registered investment adviser that focuses on individuals and families, along with some small-business clients. The firm provides financial planning and portfolio management and charges clients through a combination of percentage-of-AUM and fixed fees. Investment activity centers on publicly offered mutual funds as the primary vehicle for client portfolios, supplemented by allocations to third‑party real estate managers as an alternative exposure. The adviser is not an ESG investor and does not present itself as a capital allocator; its structure and filings indicate a straightforward advisory practice rather than multi-state or institutional consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices