NRI WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$309,842,768
Discretionary
$309,842,768
Non-discretionary
$0
Firm details
- CRD number
- 162234
- SEC file number
- 801-123014
- Main office
- SANTA CLARA, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTPS://NRIWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.