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Lakshmi Wealth Management
LAKSHMI WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in Naperville, IL. It manages approximately $29 million in regulatory assets.
Lakshmi Wealth Management
LAKSHMI WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in Naperville, IL. It manages approximately $29 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
Atlanta, GA, United States
Principals
Murali Krishnan
Founder & CEO
Ramya Rajagopalan
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Lakshmi Wealth Management?
Murali Krishnan, founder and CEO, leads portfolio construction and asset allocation for client accounts. He previously managed equity portfolios at a regional bank. Ramya Rajagopalan, Managing Director, oversees client relationships and due diligence on alternative investments (per public record).
How does Lakshmi source proprietary deal flow?
The firm does not maintain its own deal-origination engine. It offers clients access to private real estate and credit funds through established third-party platforms such as iCapital and CAIS. It does not originate direct private equity or venture deals (per the firm's ADV).
Is Lakshmi structured as a single family office or does it operate as an RIA?
Lakshmi Wealth Management is a registered investment advisor (RIA), not a family office. It manages assets for multiple unrelated families. The firm is registered with the SEC and files Form ADV annually.
Does Lakshmi participate in fund commitments or only direct deals?
The firm uses open-end mutual funds and ETFs for core equity and fixed income portfolios. For alternatives, it commits capital to commingled funds via third-party platforms. It does not conduct direct co-investments or fund-of-funds construction.
What investment stages does Lakshmi typically target?
Lakshmi focuses on liquid public markets across large-cap and mid-cap equities, investment-grade and high-yield bonds. In alternatives, it targets stabilized private real estate and private credit funds — not venture or growth equity.
Where does the underlying wealth come from for Lakshmi's clients?
The firm serves Indian-American families whose wealth derives from technology and healthcare salaries, business ownership, and inheritance. The firm does not disclose any single-source founding fortune.
Does Lakshmi maintain philanthropic structures?
Lakshmi itself does not operate a foundation. Some clients use donor-advised funds at Fidelity Charitable or Schwab Charitable, which the firm helps manage as part of overall asset allocation.
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