Ayushi Nimesh Patel

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 12/2020
  Finnacle
  Surat
• 01/2021 → 05/2022
  Sep Ventures
  Mumbai
• 06/2022 → 11/2022
  A.n. Synthetic
  Surat
• 01/2023 → 09/2023
  Self Employed
  Surat
• 09/2023 → 06/2024
  N/A
  Surat
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Boston, MA
• 08/2016 → 05/2019
  N/A
  Ahmedabad

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-29