Nri Wealth Management, LLC

Nri Wealth Management, LLC (CRD# 162234) is a financial advisory firm headquartered in Santa Clara, CA. They manage $175,219,539 in 649 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5201 Great America Pkwy, Suite 350, Santa Clara, CA 95054
https://nriwealth.com
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    649
    ACCOUNTS
  • Average Account Value
    $269,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Nri Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Laddi Jhuty, financial advisor Santa Clara CA
Laddi S. Jhuty
CRD#: 4612677
5201 Great America Pkwy, Suite 350, Santa Clara, CA 95054

Laddi Jhuty (CRD# 4612677) is an Investment Advisor Representative working at Nri Wealth Management, LLC in Santa Clara, CA and has over 20 years of experience in the finance industry.

2
Monica Kalra, financial advisor Santa Clara CA
Monica Kalra
CRD#: 7217391
5201 Great America Pkwy, Suite 350, Santa Clara, CA 95054

Monica Kalra (CRD# 7217391) is an Investment Advisor Representative working at Nri Wealth Management, LLC in Santa Clara, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals