Unclaimed Profile

Pooja Jayesh Patel

WEFEA CAPITAL LLC·PLEASANTON, California

Clean recordWEFEA CAPITAL LLC

4695 CHABOT DRIVE, SUITE 200, PLEASANTON, CA 94588CRD# 7044668Firm CRD# 299615

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Pooja Jayesh Patel · PLEASANTON, CA

Registration

CRD #7044668 · WEFEA CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Pooja Jayesh Patel is a registered financial advisor based in PLEASANTON, California, affiliated with WEFEA CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

WEFEA CAPITAL LLC

WEALTHPAVER

AUM

$22K

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEFEA CAPITAL LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7044668

Firm CRD# 299615

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Pooja Jayesh Patel offer?

Pooja Jayesh Patel specializes in Investment Management, Fee-Only Advisory. Contact their office in PLEASANTON, California for a consultation.

What are Pooja Jayesh Patel's credentials?

Pooja Jayesh Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Pooja Jayesh Patel located?

Pooja Jayesh Patel is based in PLEASANTON, California, working with WEFEA CAPITAL LLC. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.

How does Pooja Jayesh Patel charge for services?

Pooja Jayesh Patel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEFEA CAPITAL LLC?

WEFEA CAPITAL LLC has approximately 2 employees and manages $22K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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