NRI WEALTH MANAGEMENT, LLC

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

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 Status	Approved
Firm CRD#	162234
SEC#	801-123014
Assets Managed by Firm	$175,219,539
No. of Clients	649
No. of Advisors	2

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 Clients	AUM
Firm Total	649	$175,219,539
Individuals (other than high net worth individuals)	133	$31,609,767
High net worth individuals	145	$135,230,780
Corporations or other businesses	2	$1,114,694

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