Eddie Ghanshyambhai Patel
Investment adviser representative at Simplicity Wealth
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm assets
Are you Eddie Ghanshyambhai Patel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Simplicity WealthSep 2026 to now
- Zen Tax 4 LLCSep 2023 to now
- Zen Spaces LLCAug 2022 to now
- Zen Tax 3 LLCJan 2021 to now
- Box Holdings LLCJul 2017 to now
- Eddie Patel, Inc. dba ZendamentalsOct 2008 to now
- Zen Wealth Management Group, Inc.Jan 2008 to now
- Expressive Wealth LLCJan 2024 to Mar 2024
- Zen Tax 2, LLCJan 2020 to Sep 2025
- Liberty Partners Financial Services, LLCJun 2017 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4255328
- Firm CRD
- 300572