Nri Wealth Management, LLC

Overview

Nri Wealth Management, LLC is an SEC registered investment adviser based in Santa Clara, CA, registered since 2012. It reports $31M in assets under management across 888 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$31M

Discretionary

100%

Accounts

888

Average account

$349K

Employees

2

Advisory reps

2

Registered since

2012

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Laddi Singh Jhuty Managing Member, Chief Compliance Officer CRD 4612677

Advisory reps 2 of 2

• Laddi Singh Jhuty Insurance Agent · Investment Adviser Rep CRD 4612677
• Monica Kalra Insurance Agent · Investment Adviser Rep CRD 7217391

Location

Headquarters

5201 Great America Pkwy Ste 320
Santa Clara, CA 95054

County

Santa Clara

Metro area

San Jose-Sunnyvale-Santa Clara, CA

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: nriwealth.com

Every state, with registration dates

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