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NRI Wealth Management LC Info

NRI Wealth Management LC info

NRI Wealth Management LC (SEC CIK 2027950) first filed with the SEC on 2024-08-07 (Form 13F-HR) and has filed 9 times since, including 8 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 5201 GREAT AMERICA PKWY, STE 350, SANTA CLARA, CA, 95054.

  • Name: Value NRI Wealth Management LC.
  • SEC CIK: Value 2027950.
  • State of organization: Value —.
  • Business address: Value 5201 GREAT AMERICA PKWY, STE 350, SANTA CLARA, CA, 95054.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameNRI Wealth Management LC
SEC CIK2027950
State of organization
Business address5201 GREAT AMERICA PKWY, STE 350, SANTA CLARA, CA, 95054
Mailing address5201 GREAT AMERICA PKWY, STE 350, SANTA CLARA, CA, 95054
Phone4083735570
Fiscal year end
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2024-08-07 (Form 13F-HR)
Latest SEC filing2026-01-22 (Form 13F-HR)
Filings on EDGAR9
First Form 13F-HR2024-08-07 (quarter ended 2024-06-30)
Latest Form 13F-HR2026-01-22 (quarter ended 2025-09-30)
Form 13F-HR filings8

Filings by Form

FormFilingsLatest
13F-HR82026-01-22
N-PX12024-08-07

Filings by Year

YearFilingsForm 13F-HR
202622
202533
202443

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