Merkkuri Wealth Advisors LLC
● SEC registered since 2024CRD 330164SEC# 801-129728Jericho, NY
Reg. AUM
$204.1M
Employees
7
Accounts
601
Location
Jericho, NY
Merkkuri Wealth Advisors LLC assets under management
Merkkuri Wealth Advisors LLC is an SEC-registered investment adviser based in Jericho, NY. The firm has been registered since 2024. It reports $204.1 million in regulatory assets under management and employs 7 people.
Merkkuri Wealth Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Marie Heroux | Chief Compliance Officer | Under 5% | 2024 |
| Paresh B Shah Control | Owner | Over 75% | 2024 |
Frequently asked questions
How much does Merkkuri Wealth Advisors LLC manage?
Merkkuri Wealth Advisors LLC reports $204.1 million in regulatory assets under management on its Form ADV.
How many employees does Merkkuri Wealth Advisors LLC have?
Merkkuri Wealth Advisors LLC reports 7 employees.
Where is Merkkuri Wealth Advisors LLC located?
Merkkuri Wealth Advisors LLC is based in Jericho, NY and has been SEC-registered since 2024.
Does Merkkuri Wealth Advisors LLC disclose fund performance?
Merkkuri Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 Jericho Turnpike, Suite 211, Jericho, NY 11753 |
| Phone | 516-268-3446 |
| Fax | 516-274-3790 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$204.1M▲ 31%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$204.1Mregulatory AUM
Discretionary $201.8MNon-discretionary $2.3M