Kiran Naginbhai Patel
Investment adviser representative at Westpark Wealth Advisors, Inc.
1 yearExperience
2 statesRegistered in
$254.3MFirm assets
22 yearsFirm in business
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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
Experience
1 year in the industry.
- Westpark Wealth Advisors, Inc.Jan 2016 to now
- Ims Securities, Inc.Jan 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Westpark Wealth Advisors, Inc.
$254.3MAssets managed
776Clients
26Advisers
22 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
- 5082583
- Firm CRD
- 130914