Sign in Sign up for free

Lakshmi Wealth Management, LLC (Naperville)


Lakshmi Wealth Management, LLC is an adviser based in Naperville. It manages $20 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Illinois.

Lakshmi Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lakshmi Wealth Management: assets under management

The assets under management (AUM) of Lakshmi Wealth Management, LLC is $20 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lakshmi Wealth Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Naperville

The principal office where Lakshmi Wealth Management, LLC performs its advisory services is located at 1267 Hamilton Lane, Naperville, IL 60540, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-369-0734. The normal business hours are 9am to 4 pm on Monday - Friday.


Registered investment advisers similar to Lakshmi Wealth Management, LLC