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Ripal Jayesh Patel

WEFEA CAPITAL LLC·PLEASANTON, California
Unclaimed Profile
4695 CHABOT DRIVE, SUITE 200, PLEASANTON, CA 94588CRD# 7044667Firm CRD# 299615
01

About

Ripal 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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WEFEA CAPITAL LLC
WEALTHPAVER
AUM
$22K
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WEFEA CAPITAL LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7044667
Firm CRD# 299615
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ripal Jayesh Patel offer?
Ripal Jayesh Patel specializes in Investment Management, Fee-Only Advisory. Contact their office in PLEASANTON, California for a consultation.
What are Ripal Jayesh Patel's credentials?
Ripal Jayesh Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ripal Jayesh Patel located?
Ripal 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 Ripal Jayesh Patel charge for services?
Ripal 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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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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