NRI Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

5201 Great America Pkwy Ste 350, Santa C...

Phone Number

(510) 818-1424

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About NRI Wealth Management

NRI Wealth Management is a financial advisory firm in the USA that specializes in providing investment planning, tax planning, and wealth management services tailored for Non-Resident Indians (NRIs). The firm offers a comprehensive suite of services including retirement planning, estate planning, insurance planning, and education funding, all designed to help clients achieve their financial goals. By personalizing strategies to fit each client's unique financial situation, NRI Wealth aims to empower individuals and families to build, preserve, and transfer wealth across generations. With a commitment to integrity and transparency, they strive to offer clarity and confidence in navigating financial complexities.Explore more
NRI Wealth Management's Social MediaPopular SearchesNri Wealth Management LLCNriwealth.comNri Estate Planning LLCNriwealthNRI WealthSIC Code 62,628NAICS Code 52,523Show more

NRI Wealth Management Org Chart

PhoneEmail
LJ
United States flag for contact location.

Founder & Entrepreneur & Fiduciary Advisor

PhoneEmail
MK
United States flag for contact location.

Investment Associate & Advisor

PhoneEmail

PhoneEmail
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Compare Similar Companies to NRI Wealth Management

Compare insights from companies similar to NRI Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

NRI Wealth Management

<$5M
1-10
Private
-
2012
LJ
Laddi JhutyFounder & Entrepreneur & Fiduciary Advisor
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
JM
Jason MinAgent, Registered Representative, and Financial Adviser
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

NRI Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

NRI Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about NRI Wealth Management.

NRI Wealth Management Tech Stack

A closer look at the technologies used by NRI Wealth Management

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Frequently Asked Questions Regarding NRI Wealth Management

What is NRI Wealth Management's official website?
NRI Wealth Management's official website is www.nriwealth.com
What is NRI Wealth Management's Revenue?
NRI Wealth Management's revenue is <$5 Million
What is NRI Wealth Management's SIC code?
NRI Wealth Management's SIC: 62,628
What is NRI Wealth Management's NAICS code?
NRI Wealth Management's NAICS: 52,523
How many employees does NRI Wealth Management have?
NRI Wealth Management has 1-10 employees
What industry does NRI Wealth Management belong to?
NRI Wealth Management is in the industry of: Finance, Securities Trading
What is NRI Wealth Management competition?
NRI Wealth Management top competitors include: Stockade Wealth Management, Copper Canyon Wealth Management, Eagle Strategies, Cape Cod Wealth Strategies & Insurance Services
What technology does NRI Wealth Management use?
Some of the popular technologies that NRI Wealth Management uses are: WordPress.org, PHP, Microsoft 365, Google Tag Manager
How do I contact NRI Wealth Management?
NRI Wealth Management contact info: Phone number: (510) 818-1424 Website: www.nriwealth.com
What does NRI Wealth Management do?

NRI Wealth Management is a financial advisory firm in the USA that specializes in providing investment planning, tax planning, and wealth management services tailored for Non-Resident Indians (NRIs). The firm offers a comprehensive suite of services including retirement planning, estate planning, insurance planning, and education funding, all desig... ned to help clients achieve their financial goals. By personalizing strategies to fit each client's unique financial situation, NRI Wealth aims to empower individuals and families to build, preserve, and transfer wealth across generations. With a commitment to integrity and transparency, they strive to offer clarity and confidence in navigating financial complexities.Read More

What are NRI Wealth Management social media links?
NRI Wealth Management Linkedin page
Is NRI Wealth Management a public company?
NRI Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about NRI Wealth Management

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