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Lakshmi Wealth Management LLC

% of assets managed in Naperville, IL

State registeredNo commissions reported

Call (630) 430-8464Send a messageMap ↗

Public-record details

Address
1267 Hamilton Lane, Naperville, IL 60540
Phone
(630) 430-8464
Listed under
% of assets managed
Legal name
Lakshmi Wealth Management, LLC
CRD number
174249
Registration
State registered: IL
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$29.0 million
Accounts managed
55
Clients reported (Form ADV 5.D)
19
Individual / high-net-worth clients
3 / 16
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2024-05-03

State registered (IL) investment adviser, CRD 174249, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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