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LAKSHMI WEALTH MANAGEMENT LLC
LAKSHMI WEALTH MANAGEMENT, LLC
CRD 174249
1267 HAMILTON LANE, NAPERVILLE, IL, 60540, United States
Phone
630-430-8464
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.0M
Discretionary AUM
$29.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2024-05-03
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $600K |
| High net worth individuals | 16 | $28.4M |
Official SEC filing: View on IAPD