Overview
Assets Under Management: $204 million
Headquarters: JERICHO, NY
High-Net-Worth Clients: 29
Average Client Assets: $3.0 million
Frequently Asked Questions
MERKKURI WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330164), MERKKURI WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
MERKKURI WEALTH ADVISORS LLC is headquartered in JERICHO, NY.
MERKKURI WEALTH ADVISORS LLC serves 29 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, MERKKURI WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MERKKURI WEALTH ADVISORS LLC manages $204 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, MERKKURI WEALTH ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.33%
Average Client Assets: $3.0 million
Total Client Accounts: 601
Discretionary Accounts: 600
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 330164
Filing ID: 2069999
Last Filing Date: 2026-03-18 11:55:51