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| Happy Holidays!! thanks for using AUM13F!! |
| NRI Wealth Management LLC
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| CRD # | 162234 |
| SEC # | 801-123014 |
| CIK # | |
| AUM | $223.6 M (2025-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 408-373-5570 |
| Address | 5201 Great America Pkwy, Suite 320 Santa Clara, CA 95054 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 27.6 |
| (b) Individuals (high net worth individuals) | 195 | 185.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 30 | 10.1 |
| Total | 747 | 223.6 |
| By Discretionary | ||
| Discretionary | 747 | 223.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 747 | 223.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.6 | |
| Total | 747 | 223.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Austerra Wealth Management LLC
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|
TX | 0.2 |
|
Blodgett Wealth Advisors LLC
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|
0.2 | |
|
Bermuda Investment Advisory Services Limited
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|
0.2 | |
|
Montcalm TCR LLC
✚
|
CA | 0.2 |
|
Tandem Wealth Advisors LLC
✚
|
AZ | 0.2 |
|
Landmark Wealth Management Inc
✚
|
IL | 0.2 |
|
Releve Financial Group LLC
✚
|
AZ | 0.2 |
|
Connecticut Capital Management Group LLC
✚
|
CT | 0.2 |
|
Equitycompass Investment Management LLC
✚
|
MD | 0.2 |
|
Entrewealth LLC
✚
|
TX | 0.2 |