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MERKKURI WEALTH ADVISORS LLC
CRD 330164 · SEC 801-129728
333 JERICHO TURNPIKE, SUITE 211, JERICHO, NY, 11753, United States
Phone
516-268-3446
Fax
516-274-3790
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$204.1M
Discretionary AUM
$201.8M
Team
7 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $39.7M |
| High net worth individuals | 29 | $86.4M |
| Pension/profit sharing plans | 65 | $57.5M |
| Corporations/business entities | 12 | $20.5M |
States served
CA, NJ, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD