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NRI WEALTH MANAGEMENT, LLC
CRD 162234 · SEC 801-123014
5201 GREAT AMERICA PKWY, SUITE 320, SANTA CLARA, CA, 95054, United States
Phone
408-373-5570
Fax
510-818-1424
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$309.8M
Discretionary AUM
$309.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $57.1M |
| High net worth individuals | 185 | $247.3M |
| Corporations/business entities | 3 | $5.5M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD