RIA Intel›Advisers›Illinois›LAKSHMI WEALTH MANAGEMENT, LLC

LAKSHMI WEALTH MANAGEMENT, LLC

Advisory

NAPERVILLE, IL

Data as of May 3, 2024 · Source: SEC Form ADV

Rank in IL

#1,345

of 1,719 advisers by AUM

Average account

$527K

across 55 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed May 3, 2024.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

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SOLUTIONS FUNDS GROUP, INC.

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$29M

THE KALISH GROUP, LLC

$29M

BARNETT CAPITAL MANAGEMENT, LLC

$29M

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