Merkkuri Wealth Advisors LLC
Merkkuri Wealth Advisors LLC is an SEC-registered mass-market adviser in Jericho, NY with $204.1M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Merkkuri Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330164, SEC 801-129728, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $204.1M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Jericho, NY
- Employees
- 7
- Clients
- 286
- CRD
- 330164
- Ownership
- SHAH, PARESH, B; HEROUX, CHRISTINE, MARIE
How much AUM does Merkkuri Wealth Advisors LLC have?
Merkkuri Wealth Advisors LLC reported $204.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Merkkuri Wealth Advisors LLC?
Disclosed owners and executives of Merkkuri Wealth Advisors LLC include SHAH, PARESH, B, HEROUX, CHRISTINE, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.