A complete list of active advisors currently associated with AGenTech Equities, LLC

Warmer can help you find a great advisor at AGenTech Equities, LLC or one who fits your needs even better.

The firm provides discretionary portfolio management to individual clients, including high-net-worth individuals, and advises primarily on U.S. exchange-listed equities and related options strategies such as cash-secured puts and covered calls. It does not participate in wrap fee programs and requires the use of a qualified custodian for client accounts. Its investment process combines top-down thematic research—with a stated emphasis on secular themes like artificial intelligence—with bottom-up fundamental and technical analysis to construct concentrated portfolios. The firm also uses options-selling strategies (an options wheel), may employ margin and frequent trading, and generally manages accounts on a discretionary basis without accepting client restrictions on specific securities. Compared with many independent advisers, the firm does not target non‑high‑net‑worth retail individuals and instead focuses on higher‑net‑worth individual clients, which is uncommon for firms in this category. The firm is newly organized, directs clients to a single custodian platform, and is led by a principal who holds the CFA charter, features that combine to make its small, concentrated, options-driven approach atypical among peers.

To learn more about the advisors currently working at AGenTech Equities, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Yash Patil	Fremont, CA	5

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