NRI WEALTH MANAGEMENT, LLC
CRD #162234 SEC #801-123014 SANTA CLARA, CA 408-373-5570
SEC Registered
Total AUM
$223.6M
Discretionary
$223.6M
Employees
2
Clients
10
Accounts
747
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $223.6M | $223.6M | $0 | 2 | 32 |
| Mar 2024 | $175.2M | $175.2M | $0 | 2 | 20 |
| Feb 2023 | $125.5M | $125.5M | $0 | 2 | 10 |
| Sep 2022 | $124.3M | $124.3M | $0 | 2 | 10 |
| Feb 2022 | $124.3M | $124.3M | $0 | 2 | 10 |
| Dec 2021 | $117.3M | $117.3M | $0 | 2 | 0 |
DateMar 2025
Total AUM$223.6M
Discretionary$223.6M
Non-Disc.$0
Employees2
Clients32
DateMar 2024
Total AUM$175.2M
Discretionary$175.2M
Non-Disc.$0
Employees2
Clients20
DateFeb 2023
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees2
Clients10
DateSep 2022
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients10
DateFeb 2022
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients10
DateDec 2021
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees2
Clients0