LAKSHMI WEALTH MANAGEMENT LLC

LAKSHMI WEALTH MANAGEMENT LLC of NAPERVILLE, IL is an SEC-registered investment adviser (CRD 174249). Regulatory assets under management: $29.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 174249
• Type: Registered investment adviser
• Location: 1267 HAMILTON LANE, NAPERVILLE, IL, 60540
• Phone: 630-430-8464
• Latest filing: 2024-05-03
• Regulatory AUM: $29.0M
• Discretionary AUM: $29.0M
• Clients: 1
• Accounts: 55

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174249 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search