Investment adviser · CRD 162234
NRI WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
SANTA CLARA, CA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $310M Form ADV · Item 5.F
- Client accounts
- 888 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 185 | $247,276,215 | 79.8% |
| Individuals | 102 | $57,087,298 | 18.4% |
| Corporations & businesses | Fewer than 5 | $5,479,255 | 1.8% |
Filing source
Form ADV 2063801 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5201 GREAT AMERICA PKWY, SUITE 320SANTA CLARA, CA, 95054, United States
CRD 162234
Filing source
Form ADV 2063801 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.