Nri Wealth Management, LLC
Nri Wealth Management, LLC is an SEC-registered wealth manager in Santa Clara, CA with $309.8M assets under management (AUM, regulatory AUM), +39% over one year. See who owns Nri Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 162234, SEC 801-123014, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $309.8M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Santa Clara, CA
- Employees
- 2
- Clients
- 290
- CRD
- 162234
- Ownership
- JHUTY, LADDI, SINGH
How much AUM does Nri Wealth Management, LLC have?
Nri Wealth Management, LLC reported $309.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Nri Wealth Management, LLC?
Disclosed owners and executives of Nri Wealth Management, LLC include JHUTY, LADDI, SINGH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.