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1267 Hamilton Lane, Naperville, IL 60540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-10-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakshmi Wealth Management, Llc | Naperville | IL | 11/2009 | Present |
| Himanshu Patel | Naperville | IL | 07/2008 | Present |
I DO OCCASIONAL CONSULTING ON INSURANCE CARRIER BUSINESS THROUGH AN EXPERT NETWORK FIRM-GLG. THIS HAS NO RELATIONSHIP WITH MY INVESTMENT MANAGEMENT WORK. I SPEND ABOUT FIVE HOURS A MONTH ON CONSULTING, I ALSO OWN RENTAL REAL ESTATE PROPERTIES THROUGH A LLC (HIMESH LLC) IN PARTNERSHIP WITH MY BROTHER. THIS HAS NOTHING TO DO WITH MY INVESTMENT BUSINESS. I'M 75% OWNER OH HIMESH LLC SINCE JANUARY 2009. I HANDLE RENTAL PROPERTY MANAGEMENT AND SPEND 20 HOURS A MONTH DOING THIS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-16 |
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