Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PATEL WEALTH MANAGEMENT LLC
EIN 68-0630772Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
9
8777 N. GAINER CENTER DR. 161 - SCOTTSDALE, AZ 85258480-336-3456
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PATEL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$919K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PATEL WEALTH MANAGEMENT, LLC 401(K) PLAN
401k
Assets$612K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PATEL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $919K | 5 | 2024 | |
| 001 | PATEL WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $612K | 4 | 2025 |
Retirement plans