# Patel Wealth Strategies, Inc.

> Patel Wealth Strategies, Inc. is a state-registered investment advisory firm in Chandler, AZ, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 327723
- Filed as: PATEL WEALTH STRATEGIES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chandler, AZ
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327723
- AdvisorCensus page: https://advisorcensus.com/firm/patel-wealth-strategies-inc-chandler-az-327723

## Quick answers

**How is Patel Wealth Strategies, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Patel Wealth Strategies, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Patel Wealth Strategies, Inc. located?**
Patel Wealth Strategies, Inc.'s principal office is in Chandler, AZ, according to its Form ADV.

**Is Patel Wealth Strategies, Inc. registered with the SEC or a state?**
Patel Wealth Strategies, Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327723.

**How much does Patel Wealth Strategies, Inc. manage?**
Patel Wealth Strategies, Inc. reports $8,909,288 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (24% discretionary).

**What types of clients does Patel Wealth Strategies, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (9).

**Does Patel Wealth Strategies, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327723

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,909,288
- Discretionary: $2,132,636
- Non-discretionary: $6,776,652

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $5,103,138 |
| High net worth individuals | 9 | $3,806,150 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @PatelWealthStrategies
- LinkedIn @michellepatel

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Patel Wealth Strategies, Inc. (CRD 327723): Form ADV filing data as of October 2026.