Merkkuri Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jericho, NY. Its latest Form ADV filing, dated March 18, 2026, reports $204M in regulatory assets under management, 7 employees, and 601 accounts.
Assets Under Management
$204M
Employees
7
Offices
--
Total Clients
286
Primary office
JERICHO, NY
333 JERICHO TURNPIKE, SUITE 211, JERICHO, NY, United States
Top client segmentIndividuals represent 62.9% of total clients.
Top client categories% of clientsClients
1
Individuals
62.9%
180
2
Pension Plans
22.7%
65
3
HNWI
10.1%
29
4
Corporations
4.2%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$204Mas of March 18, 2026
Discretionary98.9%
$202M
99% of total RAUM98.9%
Non-discretionary1.1%
$2M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$204M
Total Accounts601
10Y AUM Change+$204M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* 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.