# MERKKURI WEALTH ADVISORS LLC

MERKKURI WEALTH ADVISORS LLC of JERICHO, NY is an SEC-registered investment adviser.

## Registration

- CRD: 330164
- Type: SEC-registered investment adviser
- SEC file number: 801-129728
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Christine Marie Heroux | CHIEF COMPLIANCE OFFICER | — |
| Paresh B Shah | OWNER | — |
| SHAH BHAVIN B | OWNER | — |
| HEROUX CHRISTINE MARIE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330164/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330164/similar
- Related entities: https://search.stillhousedata.com/firm/330164/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330164

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.