Nri Wealth Management, LLC
● SEC registered since 2022CRD 162234SEC# 801-123014Santa Clara, CA
Reg. AUM
$309.8M
Employees
2
Accounts
888
Location
Santa Clara, CA
Nri Wealth Management, LLC assets under management
Nri Wealth Management, LLC operates as an SEC-registered investment adviser based in Santa Clara, CA. The firm has been registered since 2022. It reports $309.8 million in regulatory assets under management and employs 2 people.
Nri Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laddi Singh Jhuty Control | Managing Member/Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Nri Wealth Management, LLC manage?
Nri Wealth Management, LLC reports $309.8 million in regulatory assets under management on its Form ADV.
How many employees does Nri Wealth Management, LLC have?
Nri Wealth Management, LLC reports 2 employees.
Where is Nri Wealth Management, LLC located?
Nri Wealth Management, LLC is based in Santa Clara, CA and has been SEC-registered since 2022.
Does Nri Wealth Management, LLC disclose fund performance?
Nri Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5201 Great America Pkwy, Suite 320, Santa Clara, CA 95054 |
| Phone | 408-373-5570 |
| Fax | 510-818-1424 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$309.8M▲ 39%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$309.8Mregulatory AUM
Discretionary $309.8M