LAKSHMI WEALTH MANAGEMENT, LLC
CRD #152064 SEC #801-70801 NAPERVILLE, IL 630-369-0734
SEC Registered
Total AUM
$20M
Discretionary
$20M
Employees
1
Clients
1
Accounts
10
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 23, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PATEL, HIMANSHU, INDRAVADAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PATEL, HIMANSHU, INDRAVADAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 23, 2012 REGISTERED
Notice Filings (1)
IL
Address
1267 HAMILTON LANENAPERVILLE, IL 60540
United States
Phone: 630-369-0734