Himanshu I. Patel

LAKSHMI WEALTH MANAGEMENT LLC

Naperville, IL 60540

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CRD#: 5728877

Professional summary

Himanshu Indravadan Patel is a registered financial advisor currently at LAKSHMI WEALTH MANAGEMENT LLC located in Naperville, Illinois.

Himanshu is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Himanshu has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Himanshu Indravadan Patel's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 17, 2016 - Present

LAKSHMI WEALTH MANAGEMENT LLC

Office #1: 1267 Hamilton Lane, Naperville, IL 60540

RIA

CRD#: 174249

Naperville, IL

Past

January 6, 2010 - July 13, 2012

LAKSHMI WEALTH MANAGEMENT, LLC

RIA

CRD#: 152064

NAPERVILLE, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(10/17/2016)

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Exams

State Security Law Exam

IAR

Series 65

Date: 2/16/2015

Uniform Investment Adviser Law Examination

Current Firm

LAKSHMI WEALTH MANAGEMENT LLC

HIMESH, LLC | LAKSHMI WEALTH MANAGEMENT, LLC | LAKSHMI WEALTH MANAGEMENT LLC

CRD#: 174249 / SEC#:

Illinois

Registered Investment Advisory firm - (10/17/2016 Approved)

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Contact information

Main Address

1267 Hamilton Lane, Naperville, IL 60540

Mailing Address

Phone number

(630) 430-8464

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 29,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Himanshu I. Patel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Himanshu Indravadan Patel's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAKSHMI WEALTH MANAGEMENT LLC

LAKSHMI WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/16/2015

Current Firm

LAKSHMI WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LAKSHMI WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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