MERKKURI WEALTH ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$204,061,905
Discretionary
$201,762,496
Non-discretionary
$2,299,409
Firm details
- CRD number
- 330164
- SEC file number
- 801-129728
- Main office
- JERICHO, NY, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.