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Nri Wealth Management, LLC

● SEC registered since 2022CRD 162234SEC# 801-123014Santa Clara, CA
Export (members)
Reg. AUM
$223.6M
Employees
2
Accounts
747
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 $223.6 million in regulatory assets under management and employs 2 people.
nriwealth.comView on SEC.gov ↗

Nri Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Laddi Singh Jhuty ControlManaging Member/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Nri Wealth Management, LLC manage?

Nri Wealth Management, LLC reports $223.6 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

Address5201 Great America Pkwy, Suite 320, Santa Clara, CA 95054
Phone408-373-5570
Fax510-818-1424
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$223.6M
Non-discretionary$0
Total (RAUM)$223.6M