# Patel Wealth Strategies

Patel Wealth Strategies is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/michellepatel

## Regulatory record

- **CRD number:** 327723
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327723

## About

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

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- [Clipway Limited](https://altss.com/profile/clipway-limited)
- [ABOUND FINANCIAL](https://altss.com/profile/abound-financial)

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Last updated: 2026-07-06T01:24:22.882Z

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