Lakshmi Wealth Management LLC
Firm details
- Headquarters
- Naperville, Illinois
- CRD number
- 174249
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.93%
- Individuals2.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lakshmi Wealth Management LLC is a small, privately held advisory firm organized as an LLC that focuses on portfolio management for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and is owned by an individual. It does not present itself as an ESG-focused adviser, is not a multi-state adviser, and is not identified as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Derivatives5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Himanshu Patel
CEO and Chief Investment OfficerCRD 5728877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Naperville, IL
Du Page
Location
Naperville, IL
Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 1267 Hamilton Ln
- Time zone
- CT (UTC-6)
- Office locations
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