Mercurio Wealth Advisors
Mercurio Wealth Advisors is an SEC-registered mass-market adviser in Louisville, KY with $141.1M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Mercurio Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283632, SEC 801-121883, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $141.1M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Louisville, KY
- Employees
- 11
- Clients
- 460
- CRD
- 283632
- Ownership
- BOLTON, TROY, WAYNE; MERCURIO, DONALD, ALAN
How much AUM does Mercurio Wealth Advisors have?
Mercurio Wealth Advisors reported $141.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Mercurio Wealth Advisors?
Disclosed owners and executives of Mercurio Wealth Advisors include BOLTON, TROY, WAYNE, MERCURIO, DONALD, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.