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MERCURIO WEALTH ADVISORS
MERCURIO & ASSOCIATES INC.
CRD 283632 · SEC 801-121883
9100 SHELBYVILLE RD., SUITE 150, LOUISVILLE, KY, 40222, United States
Phone
(502) 253-9366
Fax
(502) 253-9370
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.1M
Discretionary AUM
$141.1M
Team
11 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 431 | $113.5M |
| High net worth individuals | 15 | $27.1M |
| Pension/profit sharing plans | 14 | $532K |
States served
IN, KY, NE, TX, FL
All web addresses on file
- https://www.facebook.com/MercurioWealthAdvisors/
- https://www.facebook.com/Retirement360/
- https://twitter.com/MercurioAdvisor
- https://soundcloud.com/retirement360
- https://soundcloud.com/nobsretirementnetwork
- https://www.mwataxes.com
- https://www.youtube.com/channel/UCTq2pVFreCYoD6sEMTlhWIA
- https://www.linkedin.com/company/mercurio-wealth-advisors
- HTTP://WWW.MERCURIOADVISORS.COM
- https://www.instagram.com/me rcuriowealthadvisorsky/
Official SEC filing: View on IAPD