Monica Kalra
Investment adviser representative at Nri Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$309.8MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Monica Kalra, Sole ProprietorJan 2017 to now
- Nri Wealth Management, LLCFeb 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Nri Wealth Management, LLC
$309.8MAssets managed
290Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7217391
- Firm CRD
- 162234