Monica Kalra

Employer firm

Nri Wealth Management, LLC CRD 162234

$310M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Nri Wealth Management, Llc

5201 Great America Pkwy, Suite 320, Santa Clara, CA 95054 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01

CA RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

5201 Great America Pkwy, Suite 320, Santa Clara, CA 95054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Nri Wealth Management, Llc	Fremont	CA	01/2020	Present
Nri Wealth Management, Llc	Fremont	CA	02/2016	Present
Monica Kalra, Sole Proprietor	Fremont	CA	01/2017	Present

01/2020 → Present

Nri Wealth Management, Llc

Fremont, CA
02/2016 → Present

Nri Wealth Management, Llc

Fremont, CA
01/2017 → Present

Monica Kalra, Sole Proprietor

Fremont, CA

Other Businesses

Monica Kalra, Sole Proprietor; Fremont, CA; Investment Related; Insurance Agent; Fixed Insurance Sales; 0 number of hours spent on this activity; 0 number of hours spent on this activity during trading hours; Started 01/2017.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-09-25

S65 Uniform Investment Adviser Law Examination

2019-09-25

View on SEC IAPD