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| Keyboard |
| NRI Wealth Management LLC
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|---|---|
| CRD # | 162234 |
| SEC # | 801-123014 |
| CIK # | |
| AUM | 309.8 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 102 | 57.1 |
| (b) Individuals (high net worth individuals) | 185 | 247.3 |
| (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 | 3 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 888 | 309.8 |
| By Discretionary | ||
| Discretionary | 888 | 309.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 888 | 309.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 306.7 | |
| Total | 888 | 309.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Excel Wealth Management LLC
✚
|
CT | 310.5 M |
|
Guardian Investment Management LLC
✚
|
CA | 310.3 M |
|
Kensington Investment Counsel LLC
✚
|
CA | 310.2 M |
|
Hudson Advisor Services Inc
✚
|
NY | 310.1 M |
|
H C Denison Co
✚
|
WI | 310.0 M |
|
American Wealth Management Inc
✚
|
GA | 310.0 M |
|
Bill OPP Fixed Income Advisory Service LLC
✚
|
309.8 M | |
|
Windward Private Wealth Management Inc
✚
|
KS | 309.6 M |
|
Beacon Financial Strategies Corp
✚
|
NC | 309.4 M |
|
The American Institute for Advanced Investment Management LLP
✚
|
AZ | 309.3 M |