$309.8M Total AUM
$309.8M Disc. AUM
34.1% 3Y CAGR
2 Employees
290 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OptimaPioneer atlas +more
- Established Date
- 04-05-2012
- Office Locations
- 1
Office Locations
5201 Great America Pkwy, Suite 350 Santa Clara CA
About NRI Wealth Management, LLC
NRI Wealth Management is an RIA serving high-earning professionals, providing clear, customized financial planning and portfolio management to build, preserve, and transfer wealth across generations. The firm supports stock-option planning, retirement strategy, and tax-efficient estate and trust planning for legacy goals. Portfolios commonly use ETFs, mutual funds, and fixed income, with Schwab as a primary custodian.
Team overview
-- AVG AGE
$154.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
10.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Zenith Horizon Horizon peak
Client Personas
Timber vertex Foundation zenith Radial beacon Momentum oak
Custodian
Harbor Glacier Peak pathway Harbor Foundation Catalyst Summit wave Frontier
Investment Themes
Capital Crest Timber radial Prime Unison
Investment Vehicles
Prime
Platform
Signal
Services
Glacier focus Timber momentum Alpha Signal Prime Oak oak Quantum oak Value optima Summit signal Signal Vector Pioneer Zenith catalyst Foundation unison Vital signal Legacy
Technology
Optima summit Optima Harbor
Owner & Executives
LADDI SINGH JHUTY
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4612677
- Ownership
- 75% or more
(500) 232-3604
glacier.quantum@primecapital.com
in linkedin.com/in/matrix-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
Monica Kalra
Associate Investment Advisor
- CRD
- #7217391
(377) 490-2838
fusion.delta@foundationcapital.com
in linkedin.com/in/momentum-value
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $309,842,768 | $348,922 |
| Non-Discretionary | $0 | -- |
| Total | $309,842,768 | $348,922 |
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Separately Managed Accounts
Total SMA Asset: $309,842,768
Public Funds:
17.9% Equity - Exchange:
28.0% Corporate - Investment Grade:
7.1% Private Funds:
22.2% Cash:
8.5% U.S. Government/Agency:
16.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,003,348,903 | 17.9% |
| Equity - Exchange | $1,569,484,318 | 28.0% |
| Corporate - Investment Grade | $397,976,381 | 7.1% |
| Private Funds | $1,244,376,852 | 22.2% |
| Cash | $476,450,596 | 8.5% |
| U.S. Government/Agency | $913,664,084 | 16.3% |
| Total | $5,605,301,134 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA FUSION | WAVE PIONEER | ES3V57V5Y | WZHU | 9.54% | $29,445,270 |
| WAVE ZENITH | SUMMIT PIONEER | 0Z3AI9K6S | CPT | 3.85% | $80,920,302 |
| OPTIMA TIMBER | MOMENTUM FOCUS | RODQIOW3K | LPM | 1.55% | $100,514,243 |
| HORIZON BRIDGE RADIAL | CATALYST INSIGHT | XBKKTEWDH | GHZ | 11.74% | $92,858,149 |
| EAGLE CREST INSIGHT | VITAL SUMMIT | 4A5H24X5C | PLF | 3.04% | $40,418,016 |
| GLACIER VECTOR FOCUS | FRONTIER MOMENTUM | 6XDA2P4N0 | EJR | 8.44% | $28,457,105 |
| DELTA FOCUS | RADIAL UNISON | NDOK3S992 | VXWN | 1.19% | $58,620,400 |
| VECTOR INSIGHT | ELEMENT RIDGE | GGMQW1I3G | WBLQU | 9.50% | $81,520,409 |