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NRI WEALTH MANAGEMENT, LLC

5201 Great America Pkwy, Suite 350
Santa Clara, California 95054
Tel: 408-373-5570

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About NRI WEALTH MANAGEMENT, LLC

NRI WEALTH MANAGEMENT, LLC, formally registered with the SEC as NRI WEALTH MANAGEMENT, LLC. The firm was established in 01/10/2022. They have over 1 offices throughout the country.

NRI WEALTH MANAGEMENT, LLC is a Santa Clara, California based Financial Planning firm with nearly $175,219,539 assets under management, offering retirement planning & investment advisory services to 649 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#162234
SEC#801-123014
Assets Managed by Firm$175,219,539
No. of Clients649
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total649$175,219,539
Individuals (other than high net worth individuals)133$31,609,767
High net worth individuals145$135,230,780
Corporations or other businesses2$1,114,694

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