MERKKURI WEALTH ADVISORS LLC

MERKKURI WEALTH ADVISORS LLC of JERICHO, NY is an SEC-registered investment adviser (CRD 330164). Regulatory assets under management: $204.1M.

Registration

• CRD: 330164
• SEC file number: 801-129728
• Type: Registered investment adviser
• Location: 333 JERICHO TURNPIKE, SUITE 211, JERICHO, NY, 11753
• Phone: 516-268-3446
• Latest filing: 2026-03-18
• Regulatory AUM: $204.1M
• Discretionary AUM: $201.8M
• Non-discretionary AUM: $2.3M
• Clients: 7
• Accounts: 601

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330164 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search