NRI Wealth Management, LLC
SEC RegisteredYour Partner for Wealth Management
About the firm
NRI Wealth Management specializes in helping high-earning professionals build, preserve, and transfer wealth across generations. Founded by Laddi Jhuty, MBA, CFP®, a fiduciary advisor with over two decades of experience guiding high-net-worth families and individuals, the firm is rooted in the Bay Area and Seattle communities. NRI Wealth Management offers deeply personalized planning with tailored strategies across wealth management, tax planning, estate planning, and more.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, fiduciary advisory, financial planning, insurance planning, advanced estate planning, tax planning, retirement planning, education planning, stock options planning, planning for physicians, and special needs planning.
Who they serve
High-earning professionals, high-net-worth individuals and families, ultra-affluent investors, physicians, IT professionals, and individuals with special needs planning requirements.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 102 | $57M |
| High Net Worth Individuals | 185 | $247M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0-$5,000,000 | 1.00% |
| $5,000,001-$10,000,000 | 0.85% |
| $10,000,001-$15,000,000 | 0.75% |
| Above $15,000,000 | 0.65% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NRI Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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