VP
Vansh N. Patel
SOLIST WEALTH MANAGEMENT
TAMPA, FL 33606
Some features on this profile are disabled
CRD#: 7839451
VP
Professional summary
Vansh Nilesh Patel is a registered financial advisor currently at SOLIST WEALTH MANAGEMENT located in Tampa, Florida.
Vansh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Vansh has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Vansh Nilesh Patel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 7, 2026 - Present
SOLIST WEALTH MANAGEMENT
Office #1: 442 W Kennedy Blvd Suite 290, Tampa, FL 33606RIA
CRD#: 329317
TAMPA, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/7/2026)
Current Firm
SW
SOLIST WEALTH MANAGEMENT
SOLIST WEALTH MANAGEMENT | SOLIST WEALTH MANAGEMENT LLC
CRD#: 329317 / SEC#: 801-129356
RIA
Registered Investment Advisory firm - (3/18/2025 Terminated)District of Columbia
Registered Investment Advisory firm - (5/29/2025 Approved)Florida
Registered Investment Advisory firm - (5/19/2025 Approved)Loading...
Contact information
Main Address
442 W Kennedy Blvd Suite 290, Tampa, FL 33606
Mailing Address
301 W Platt St #156, Tampa, FL 33606
Phone number
(813) 294-3737
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 210 |
| AUM (Assets Under Management) | $ 56,332,103 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
