PATEL WEALTH STRATEGIES, INC.

Phone

480-275-5219

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$8.9M

Discretionary AUM

$2.1M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-23

Disciplinary history

No