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NRI WEALTH MANAGEMENT, LLC

SANTA CLARA, CA · CRD 162234 · IAPD ↗ · nriwealth.com · 408-373-5570

$309.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — NRI WEALTH MANAGEMENT, LLC reported RAUM up 39% ($223.6M -> $309.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — NRI WEALTH MANAGEMENT, LLC reported RAUM up 28% ($175.2M -> $223.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — NRI WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
April 2024 — NRI WEALTH MANAGEMENT, LLC reported RAUM up 40% ($125.5M -> $175.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.