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Building 2LAKSHMI WEALTH MANAGEMENT, LLC

Map pinNAPERVILLE, IL
Phone630-369-0734
NotebookSEC #801-70801
Total AUM
$20M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1267 HAMILTON LANE
NAPERVILLE
IL 60540
United States
Operating Hours
9AM TO 4 PM
Monday - Friday
Phone
630-369-0734

ReceiptFinancials

Total AUM
$20M
Accounts
10
Discretionary
$20M
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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