Patel Wealth Strategies

PATEL WEALTH STRATEGIES, INC. is an SEC-registered investment adviser in CHANDLER, AZ. The firm manages approximately $9 million in assets. It has 1 employee...

Patel Wealth Strategies

PATEL WEALTH STRATEGIES, INC. is an SEC-registered investment adviser in CHANDLER, AZ. The firm manages approximately $9 million in assets. It has 1 employee and 1 investment adviser.

linkedin.com/company/michellepatel

General information

Firm type

Single Family Office

What is Patel Wealth Strategies?

Patel Wealth Strategies is a single family office tracked on Altss.

What does Altss track for Patel Wealth Strategies?

Altss maintains an OSINT-verified profile of Patel Wealth Strategies covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Patel Wealth Strategies?

Patel Wealth Strategies is classified by Altss as a Single Family Office.

How does Altss source intelligence on Patel Wealth Strategies?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Patel Wealth Strategies's Altss profile last updated?

Patel Wealth Strategies's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.