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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JHUTY, LADDI, SINGH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JHUTY, LADDI, SINGH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JHUTY, LADDI, SINGH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JHUTY, LADDI, SINGH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JHUTY, LADDI, SINGH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JHUTY, LADDI, SINGH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
5201 GREAT AMERICA PKWY, SUITE 320SANTA CLARA, CA 95054
United States
Phone: 408-373-5570