Mercurio Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 4, 2026, reports $141M in regulatory assets under management, 11 employees, and 957 accounts.
Assets Under Management
$141M
Employees
11
Offices
--
Total Clients
460
Primary office
LOUISVILLE, KY
9100 SHELBYVILLE RD., SUITE 150, LOUISVILLE, KY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.7% of total clients.
Top client categories% of clientsClients
1
Individuals
93.7%
431
2
HNWI
3.3%
15
3
Pension Plans
3.0%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of March 4, 2026
Discretionary100.0%
$141M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$141M
Total Accounts957
10Y AUM Change+$35M (+33.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee42:1
10Y Employee Change+9 (+450.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.