NRI WEALTH MANAGEMENT, LLC

NRI WEALTH MANAGEMENT, LLC of SANTA CLARA, CA is an SEC-registered investment adviser (CRD 162234). Regulatory assets under management: $309.8M.

Registration

• CRD: 162234
• SEC file number: 801-123014
• Type: Registered investment adviser
• Location: 5201 GREAT AMERICA PKWY, SUITE 320, SANTA CLARA, CA, 95054
• Phone: 408-373-5570
• Latest filing: 2026-03-31
• Regulatory AUM: $309.8M
• Discretionary AUM: $309.8M
• Clients: 2
• Accounts: 888

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 162234 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search