Lakshmi Wealth Management

Investment Management • Naperville, Illinois, United States • 1-10 Employees

Company overview

Headquarters	1267 Hamilton Lane, Naperville, Ill 60540, US
NAICS	5231
Employees	1-10

Key Contact at Lakshmi Wealth Management

Himanshu Patel

CEO and Chief Investment Officer

About Lakshmi Wealth Management

Our mission is to help clients manage all aspects of their financial affairs, and thereby meet their life goals. Towards this end, we provide comprehensive financial advice and customized investment management services. We create portfolios tailored to client's age, assets size, risk tolerance, goals and temperament. Our advice encompasses protection and accumulation of assets taking in to account the effect of taxes, and helps maximize inheritance for your heirs.

Lakshmi Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Lakshmi Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Lakshmi Wealth Management has never raised funding before.

Frequently asked questions

Lakshmi Wealth Management is located in Naperville, Illinois, US.

Lakshmi Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Lakshmi Wealth Management

Himanshu Patel

CEO and Chief Investment Officer

4.8

40,000 users